Filed March 25, 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 |
|---|---|---|
RKL LLP1+ years Filed as: REINSEL KUNTZ LESHER LLP Service code 10 1800 FRUITVILLE PIKE · LANCASTER, PA 176048408 | Accounting | $9,800 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,962 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $95,724 | $87,841+9.0% | $133,980-28.6% | $62,891+52.2% |
| Participation rate | 92.4% | 83.4%+9.0pp | 87.1%+5.3pp | 69.3%+23.1pp |
| Annual return | 11.01% | 12.05%-1.0pp | 29.30%-18.3pp | 20.14%-9.1pp |
| Employer contribution / active EE | $989 | $3,483-71.6% | $5,211-81.0% | $2,281-56.7% |
| Participant deferral / active EE | $6,528 | $4,812+35.7% | $6,282+3.9% | $3,203+103.8% |
| Admin fee / account holder | $109 | $5,371-98.0% | $9,324-98.8% | $4,296-97.5% |