Filed September 7, 2000 (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 |
|---|---|---|
EISNERAMPER LLP1+ years Service code 10 · EIN 13-1639826 | Accounting | $9,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,495 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,755 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,099 | $72,770-33.9% | $67,652-28.9% | $55,191-12.9% |
| Participation rate | 90.9% | 78.8%+12.1pp | 75.7%+15.3pp | 69.2%+21.8pp |
| Annual return | -0.22% | -3.26%+3.0pp | 6625.04%-6625.3pp | 10.78%-11.0pp |
| Employer contribution / active EE | $1,618 | $1,769-8.6% | $2,266-28.6% | $1,899-14.8% |
| Participant deferral / active EE | $3,597 | $3,408+5.5% | $3,560+1.0% | $3,046+18.1% |
| Admin fee / account holder | $78 | $79-1.2% | $4,821-98.4% | $91-14.2% |