Filed January 28, 1998 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $435,004 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $15,300 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,706 | $73,497+230.2% | $101,248+139.7% | $93,223+160.3% |
| Participation rate | 99.2% | 84.5%+14.7pp | 75.8%+23.4pp | 74.9%+24.3pp |
| Annual return | 19.09% | 11.66%+7.4pp | 46.47%-27.4pp | 19.29%-0.2pp |
| Employer contribution / active EE | $8,675 | $3,600+141.0% | $3,660+137.1% | $2,680+223.7% |
| Participant deferral / active EE | $10,489 | $3,303+217.5% | $4,370+140.0% | $4,563+129.9% |
| Admin fee / account holder | $50 | $121-58.5% | $5,945-99.2% | $79-36.6% |