Filed March 28, 2005
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 8-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 |
|---|---|---|
SAGE, RUTTY AND CO., INC.4 years Service code 27 · EIN 16-0620690 | Advisory (Plan) | $39,475 |
Service code 13 · EIN 22-2725182 | Contract Administrator | $15,119 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,060 |
RGD & PARTNERS2 years Service code 10 · EIN 20-3723571 | Accounting | $8,000 |
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 | $144,532 | $66,310+118.0% | $93,606+54.4% | $65,185+121.7% |
| Participation rate | 99.3% | 74.0%+25.3pp | 75.8%+23.5pp | 70.2%+29.1pp |
| Annual return | 21.56% | 42.58%-21.0pp | 32.76%-11.2pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,414 | $2,012-29.7% | $2,718-48.0% | $2,177-35.0% |
| Participant deferral / active EE | $7,218 | $3,342+116.0% | $4,069+77.4% | $3,514+105.4% |
| Admin fee / account holder | $132 | $6,897-98.1% | $7,888-98.3% | $847-84.4% |