Filed January 15, 1997
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 |
|---|---|---|
SONTAG ADVISORY LLC1 year Service code 26 · EIN 13-3831584 | Advisory (Participants) | $9,664 |
Service code 59 | Shareholder Servicing | $0 |
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 | $154,520 | $88,515+74.6% | $162,163-4.7% | $67,579+128.7% |
| Participation rate | 73.0% | 86.8%-13.8pp | 87.6%-14.5pp | 71.3%+1.7pp |
| Annual return | 24.29% | 27.04%-2.7pp | 115.59%-91.3pp | 378.56%-354.3pp |
| Employer contribution / active EE | $5,558 | $3,563+56.0% | $5,614-1.0% | $2,148+158.8% |
| Participant deferral / active EE | $10,393 | $5,724+81.6% | $7,298+42.4% | $3,539+193.6% |
| Admin fee / account holder | $58 | $124-53.2% | $10,843-99.5% | $142-59.3% |