Filed September 30, 1993
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 |
|---|---|---|
DOPKINS WEALTH MANAGEMENT LLC5+ years Service code 16 · EIN 16-1566478 | Consulting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$350 |
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 | $127,722 | $79,519+60.6% | $95,952+33.1% | $73,409+74.0% |
| Participation rate | 92.7% | 81.2%+11.5pp | 77.1%+15.6pp | 72.2%+20.5pp |
| Annual return | 25.69% | 19.20%+6.5pp | 91.61%-65.9pp | 59.29%-33.6pp |
| Employer contribution / active EE | $1,804 | $2,048-11.9% | $2,541-29.0% | $2,234-19.2% |
| Participant deferral / active EE | $6,274 | $4,138+51.6% | $4,167+50.6% | $3,805+64.9% |
| Admin fee / account holder | $28 | $184-84.8% | $6,795-99.6% | $158-82.2% |