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.5 years Service code 27 · EIN 16-0620690 | Advisory (Plan) | $40,071 |
Service code 13 · EIN 22-2725182 | Contract Administrator | $14,324 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,000 |
RGD & PARTNERS3 years Service code 10 · EIN 20-3723571 | Accounting | $7,998 |
Filed as: RDG & PARTNERS Service code 10 | Accounting | $2 |
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 | $162,029 | $70,908+128.5% | $98,907+63.8% | $73,488+120.5% |
| Participation rate | 98.6% | 73.8%+24.9pp | 76.0%+22.6pp | 70.7%+28.0pp |
| Annual return | 14.42% | 34.17%-19.7pp | 196.43%-182.0pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,441 | $2,036-29.2% | $2,689-46.4% | $2,270-36.5% |
| Participant deferral / active EE | $7,380 | $3,500+110.9% | $4,244+73.9% | $3,740+97.3% |
| Admin fee / account holder | $127 | $535-76.2% | $6,642-98.1% | $513-75.2% |