Filed September 21, 2001
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 |
|---|---|---|
COHNREZNICK LLP10+ years Service code 10 · EIN 33-4144829 | Accounting | $86,800 |
USI CONSULTING GROUP6 years Service code 11 · EIN 13-3771734 | Actuarial | $75,564 |
NIXON PEABODY LLP4 years Service code 29 · EIN 16-0764720 | Legal | $5,052 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 6.71% | 5.34%+1.4pp | 9.14%-2.4pp | 9.30%-2.6pp |
| Employer contribution / active EE | $14,634 | $9,329+56.9% | $40,544-63.9% | $12,557+16.5% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |