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 year Service code 10 1800 FRUITVILLE PIKE · LANCASTER, PA 176048408 | Accounting | $10,000 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $4,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,800 |
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 | $102,001 | $89,739+13.7% | $149,718-31.9% | $62,292+63.7% |
| Participation rate | 91.1% | 85.1%+6.0pp | 87.1%+4.0pp | 69.5%+21.6pp |
| Annual return | 17.81% | 21.01%-3.2pp | 1501.63%-1483.8pp | 28.90%-11.1pp |
| Employer contribution / active EE | $939 | $3,233-71.0% | $5,445-82.8% | $2,042-54.0% |
| Participant deferral / active EE | $6,995 | $4,797+45.8% | $6,569+6.5% | $3,169+120.7% |
| Admin fee / account holder | $141 | $551-74.5% | $11,283-98.8% | $479-70.7% |