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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $168,899 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,000 |
COHEN & STEERS1 year Filed as: COHEN REZNEK Service code 10 · EIN 22-1478099 | Accounting | $43,530 |
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 | $133,124 | $89,274+49.1% | $149,718-11.1% | $77,958+70.8% |
| Participation rate | 97.4% | 87.6%+9.8pp | 87.1%+10.3pp | 71.6%+25.8pp |
| Annual return | 19.80% | 20.36%-0.6pp | 1501.63%-1481.8pp | 20.87%-1.1pp |
| Employer contribution / active EE | $4,496 | $3,727+20.6% | $5,445-17.4% | $2,310+94.6% |
| Participant deferral / active EE | $11,211 | $5,382+108.3% | $6,569+70.7% | $3,537+217.0% |
| Admin fee / account holder | $141 | $240-41.4% | $11,283-98.8% | $97+44.4% |