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 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 |
|---|---|---|
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $44,013 |
RGD & PARTNERS3 years Filed as: RIZZO DIGIACCO HERN & BANIEWICZ Service code 10 · EIN 20-3723571 | Accounting | $8,000 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $6,319 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,045 | $65,223-70.8% | $80,019-76.2% | $55,725-65.8% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | -5.28% | 7.59%-12.9pp | 11.22%-16.5pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,390 | $2,544-45.4% | $2,468-43.7% | $2,078-33.1% |
| Participant deferral / active EE | $1,944 | $3,881-49.9% | $3,686-47.3% | $3,356-42.1% |
| Admin fee / account holder | $211 | $114+84.8% | $6,521-96.8% | $115+83.2% |