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 | $64,300 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $46,229 |
Service code 10 · EIN 20-3723571 | Accounting | $8,000 |
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 | $25,634 | $74,347-65.5% | $93,606-72.6% | $67,579-62.1% |
| Participation rate | 99.0% | 80.6%+18.4pp | 75.8%+23.2pp | 71.3%+27.7pp |
| Annual return | 20.33% | 28.07%-7.7pp | 32.76%-12.4pp | 378.56%-358.2pp |
| Employer contribution / active EE | $1,596 | $2,583-38.2% | $2,718-41.3% | $2,148-25.7% |
| Participant deferral / active EE | $2,273 | $4,060-44.0% | $4,069-44.1% | $3,539-35.8% |
| Admin fee / account holder | $271 | $123+121.1% | $7,888-96.6% | $142+90.6% |