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 Filed as: RKL, LLP Service code 10 1800 FRUITVILLE PIKE · LANCASTER, PA 176048408 | Accounting | $8,750 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,875 |
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 | $113,423 | $98,982+14.6% | $162,163-30.1% | $65,185+74.0% |
| Participation rate | 92.0% | 85.8%+6.3pp | 87.6%+4.5pp | 70.2%+21.8pp |
| Annual return | 22.90% | 24.84%-1.9pp | 115.59%-92.7pp | 29.38%-6.5pp |
| Employer contribution / active EE | $958 | $3,467-72.4% | $5,614-82.9% | $2,177-56.0% |
| Participant deferral / active EE | $7,048 | $5,384+30.9% | $7,298-3.4% | $3,514+100.6% |
| Admin fee / account holder | $84 | $596-86.0% | $10,843-99.2% | $847-90.1% |