Filed November 5, 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 16 · EIN 47-1411118 | Consulting | $60,000 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $34,648 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,913 | $65,557+224.8% | $64,056+232.4% | $71,457+198.0% |
| Participation rate | 99.5% | 73.2%+26.4pp | 72.3%+27.2pp | 67.9%+31.6pp |
| Annual return | 14.22% | 18.94%-4.7pp | 33.69%-19.5pp | 28.85%-14.6pp |
| Employer contribution / active EE | $11,689 | $2,669+338.0% | $2,747+325.6% | $2,588+351.7% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $3,880-100.0% | $4,289-100.0% |
| Admin fee / account holder | $250 | $616-59.4% | $3,068-91.9% | $1,587-84.3% |