Filed May 27, 1999
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,303 |
BONADIO & CO., LLP4 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $13,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,611 | $47,126+145.3% | $149,673-22.8% | $74,419+55.4% |
| Participation rate | 88.8% | 63.4%+25.4pp | 78.8%+10.0pp | 70.7%+18.0pp |
| Annual return | 16.76% | 22.75%-6.0pp | 134.42%-117.7pp | 34.38%-17.6pp |
| Employer contribution / active EE | $4,328 | $1,905+127.2% | $4,818-10.2% | $2,637+64.1% |
| Participant deferral / active EE | $5,125 | $2,728+87.9% | $5,680-9.8% | $4,528+13.2% |
| Admin fee / account holder | $92 | $343-73.2% | $13,210-99.3% | $348-73.6% |