Filed June 2, 2003
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 6-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 |
|---|---|---|
IRS2 years Service code 49 · EIN 23-1542546 | Other Services | $45,000 |
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $35,843 |
Filed as: CORNERSTONE Service code 16 · EIN 75-3204798 | Consulting | $15,000 |
VALUE CONSULTING GROUP1 year Filed as: VALUE MGT Service code 34 · EIN 23-2639318 | Direct payment from the plan; Valuati... | $12,218 |
HDH ADVISORS LLC1 year Filed as: HDH Service code 34 · EIN 27-5464509 | Valuation (appraisals, etc.); Direct ... | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,024 | $92,971-37.6% | $96,683-40.0% | $74,419-22.0% |
| Participation rate | 98.5% | 71.5%+26.9pp | 74.3%+24.2pp | 70.7%+27.8pp |
| Annual return | 56.82% | 37.49%+19.3pp | 35.69%+21.1pp | 34.38%+22.4pp |
| Employer contribution / active EE | $6,316 | $3,426+84.4% | $3,737+69.0% | $2,637+139.5% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $296 | $633-53.3% | $6,730-95.6% | $348-15.0% |