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) | $312,262 |
WEST & COMPANY, LLC2 years Service code 10 · EIN 37-0980065 | Accounting | $16,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$201,393 |
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 | $66,944 | $45,382+47.5% | $154,107-56.6% | $75,289-11.1% |
| Participation rate | 86.8% | 65.9%+20.9pp | 83.0%+3.7pp | 72.4%+14.4pp |
| Annual return | -2.93% | -0.47%-2.5pp | 735.12%-738.0pp | -0.04%-2.9pp |
| Employer contribution / active EE | $1,360 | $1,533-11.3% | $5,298-74.3% | $2,405-43.5% |
| Participant deferral / active EE | $3,874 | $2,384+62.5% | $5,081-23.7% | $3,739+3.6% |
| Admin fee / account holder | $54 | $89-39.4% | $13,411-99.6% | $102-47.1% |