Filed May 5, 1993 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $79,398 |
LCG ASSOCIATES, INC.3+ years Filed as: LCG ASSOCIATES Service code 16 · EIN 75-1680350 | Consulting | $42,867 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $13,000 |
CARON & BLETZER, PLLC3+ years Service code 10 · EIN 04-3499945 | Accounting | $6,654 |
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 | $189,332 | $159,202+18.9% | $97,995+93.2% | $77,958+142.9% |
| Participation rate | 98.9% | 91.5%+7.4pp | 82.4%+16.5pp | 71.6%+27.3pp |
| Annual return | 15.72% | 28.47%-12.7pp | 23.94%-8.2pp | 20.87%-5.1pp |
| Employer contribution / active EE | $6,210 | $4,224+47.0% | $4,158+49.3% | $2,310+168.8% |
| Participant deferral / active EE | $9,887 | $7,461+32.5% | $5,097+94.0% | $3,537+179.6% |
| Admin fee / account holder | $109 | $83+31.4% | $5,943-98.2% | $97+11.5% |