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 LLP3+ years Filed as: REINSEL KUNTZ LESHER LLP Service code 10 1800 FRUITVILLE PIKE · LANCASTER, PA 176048408 | Accounting | $9,550 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $5,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,812 |
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 | $98,641 | $79,523+24.0% | $140,016-29.6% | $56,287+75.2% |
| Participation rate | 92.5% | 85.7%+6.7pp | 87.5%+5.0pp | 69.9%+22.6pp |
| Annual return | 2.49% | 2.39%+0.1pp | 651.12%-648.6pp | -9.96%+12.4pp |
| Employer contribution / active EE | $951 | $3,350-71.6% | $5,606-83.0% | $2,111-55.0% |
| Participant deferral / active EE | $6,960 | $5,129+35.7% | $6,927+0.5% | $3,350+107.8% |
| Admin fee / account holder | $133 | $614-78.3% | $10,705-98.8% | $521-74.5% |