Filed September 24, 1985
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 1 LIBRARY LANE · KINGSTON, NH 038484404 | Accounting | $11,800 |
TIAA6 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $3,778 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,248 | $58,264-20.6% | $86,612-46.6% | $71,457-35.3% |
| Participation rate | 93.8% | 65.0%+28.8pp | 71.7%+22.1pp | 67.9%+25.9pp |
| Annual return | 13.12% | 21.63%-8.5pp | 591.07%-578.0pp | 28.85%-15.7pp |
| Employer contribution / active EE | $5,139 | $2,574+99.7% | $3,022+70.0% | $2,588+98.6% |
| Participant deferral / active EE | $0 | $3,436-100.0% | $4,438-100.0% | $4,289-100.0% |
| Admin fee / account holder | $36 | $1,057-96.6% | $5,614-99.4% | $1,587-97.7% |