Filed February 12, 2002
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 |
|---|---|---|
Service code 26 · EIN 37-0404035 | Advisory (Participants) | $280,285 |
WEST & COMPANY, LLC1 year Service code 10 · EIN 37-0980065 | Accounting | $16,547 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $59 |
Service code 37 · EIN 04-6247786 | Loan Processing | -$190,208 |
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 | $73,327 | $44,989+63.0% | $170,442-57.0% | $77,958-5.9% |
| Participation rate | 82.6% | 64.6%+18.0pp | 83.6%-1.0pp | 71.6%+10.9pp |
| Annual return | 18.84% | 19.61%-0.8pp | 205.93%-187.1pp | 20.87%-2.0pp |
| Employer contribution / active EE | $1,171 | $1,466-20.2% | $5,433-78.5% | $2,310-49.3% |
| Participant deferral / active EE | $3,421 | $2,208+55.0% | $4,939-30.7% | $3,537-3.3% |
| Admin fee / account holder | $49 | $69-29.4% | $13,880-99.6% | $97-50.0% |