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, LLP4+ years Filed as: WISS AND COMPANY Service code 10 · EIN 22-1732349 354 EISNHOWER PKWY · LIVINGSTON, NJ 07039 | Accounting | $15,750 |
KESTRA INVESTMENT SERVICES LLC4+ years Filed as: KESTRA INVESTMENT SECURITIES, LLC Service code 27 · EIN 35-2552359 C/O KAREN ANDERSON · FARMINGTON, CT 060322556 | Advisory (Plan) | $15,000 |
MASSA & ASSOCIATES, INC.5+ years Service code 11 · EIN 11-2869312 100 N CENTRE AVENUE, SUITE 400 · ROCKVILLE CTR, NY 115706301 | Actuarial | $3,052 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $384 |
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 | $155,281 | $95,542+62.5% | $69,455+123.6% | $67,579+129.8% |
| Participation rate | 94.7% | 79.4%+15.3pp | 74.6%+20.1pp | 71.3%+23.4pp |
| Annual return | 17.89% | 17.67%+0.2pp | 28.97%-11.1pp | 378.56%-360.7pp |
| Employer contribution / active EE | $7,679 | $2,989+156.9% | $2,779+176.3% | $2,148+257.5% |
| Participant deferral / active EE | $4,424 | $3,263+35.6% | $3,535+25.1% | $3,539+25.0% |
| Admin fee / account holder | $45 | $90-50.2% | $3,839-98.8% | $142-68.5% |