Filed October 10, 2019 (most recent of 2 filings on file)
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 |
|---|---|---|
WISS & COMPANY, LLP3+ years Filed as: WISS AND COMPANY Service code 10 · EIN 22-1732349 354 EISNHOWER PKWY · LIVINGSTON, NJ 07039 | Accounting | $15,500 |
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA INVESTMENT SECURITIES, LLC Service code 27 · EIN 74-2794194 C/O SCHUSTER DRISCOLL LLC · FARMINGTON, CT 060322556 | Advisory (Plan) | $15,000 |
MASSA & ASSOCIATES, INC.4+ years Service code 11 · EIN 11-2869312 100 N CENTRE AVENUE, SUITE 400 · ROCKVILLE CTR, NY 115706301 | Actuarial | $5,325 |
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 | $136,788 | $70,083+95.2% | $59,878+128.4% | $55,725+145.5% |
| Participation rate | 86.6% | 78.4%+8.2pp | 74.7%+11.9pp | 70.9%+15.7pp |
| Annual return | -3.73% | 3.13%-6.9pp | 3.46%-7.2pp | 244.93%-248.7pp |
| Employer contribution / active EE | $6,783 | $2,878+135.7% | $2,722+149.2% | $2,078+226.4% |
| Participant deferral / active EE | $3,626 | $3,079+17.8% | $3,402+6.6% | $3,356+8.0% |
| Admin fee / account holder | $48 | $70-32.1% | $3,590-98.7% | $115-58.6% |