Filed September 15, 1998
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 |
|---|---|---|
O'CONNELL AND COMPANY LLC1 year Filed as: O'CONNE'' AND COMPANY LLC Service code 10 · EIN 47-1352305 | Accounting | $6,500 |
CARROLL CONSULTANTS ADVISORS, LTD1 year Filed as: CARROLL CONSULTANTS ADVISORS, LLC Service code 27 · EIN 45-3943005 | Advisory (Plan) | $5,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $86,016 | $74,552+15.4% | $62,995+36.5% | $69,631+23.5% |
| Participation rate | 51.4% | 78.3%-26.9pp | 74.8%-23.4pp | 70.7%-19.3pp |
| Annual return | 12.04% | 15.77%-3.7pp | 87.57%-75.5pp | 27571.02%-27559.0pp |
| Employer contribution / active EE | $1,507 | $2,929-48.5% | $2,759-45.4% | $2,032-25.8% |
| Participant deferral / active EE | $2,996 | $2,974+0.7% | $3,329-10.0% | $3,224-7.1% |
| Admin fee / account holder | $29 | $59-50.5% | $3,600-99.2% | $110-73.4% |