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 LLP4 years Service code 10 1800 FRUITVILLE PIKE · LANCASTER, PA 176048408 | Accounting | $10,350 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,184 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,827 | $136,307-7.7% | $177,821-29.2% | $73,488+71.2% |
| Participation rate | 94.0% | 86.1%+7.9pp | 87.7%+6.3pp | 70.7%+23.3pp |
| Annual return | 18.83% | 18.68%+0.1pp | 48.32%-29.5pp | 28.51%-9.7pp |
| Employer contribution / active EE | $1,953 | $3,712-47.4% | $5,918-67.0% | $2,270-14.0% |
| Participant deferral / active EE | $7,817 | $5,829+34.1% | $7,714+1.3% | $3,740+109.0% |
| Admin fee / account holder | $95 | $596-84.1% | $12,427-99.2% | $513-81.5% |