Filed October 18, 2004
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 4-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 |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $171,139 |
WISS & COMPANY, LLP2 years Filed as: WISS & COMPANY LLP Service code 15 · EIN 22-1732349 | Recordkeeping | $22,500 |
OGLETREE DEAKINS2 years Filed as: OGLETREE, DEAKINS, NASH SMOAK & STE Service code 15 · EIN 57-1044820 | Recordkeeping | $9,047 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 15 · EIN 36-4001764 | Recordkeeping | $7,400 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,526 | $92,055+100.5% | $106,213+73.7% | $77,643+137.7% |
| Participation rate | 95.4% | 81.0%+14.3pp | 75.3%+20.1pp | 70.6%+24.8pp |
| Annual return | 36.61% | 17.91%+18.7pp | 116.14%-79.5pp | 31.24%+5.4pp |
| Employer contribution / active EE | $7,937 | $3,367+135.7% | $3,171+150.3% | $2,726+191.2% |
| Participant deferral / active EE | $9,992 | $5,386+85.5% | $5,016+99.2% | $4,647+115.0% |
| Admin fee / account holder | $85 | $219-61.4% | $11,033-99.2% | $430-80.3% |