Filed November 5, 1997
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 |
|---|---|---|
DICICCO, GULMAN & COMPANY LLP1+ years Service code 10 · EIN 04-3296226 | Accounting | $32,133 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $7,860 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $86,956 | $72,770+19.5% | $67,652+28.5% | $55,191+57.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | 0.81% | -3.26%+4.1pp | 6625.04%-6624.2pp | 10.78%-10.0pp |
| Employer contribution / active EE | $2,372 | $1,769+34.0% | $2,266+4.7% | $1,899+24.9% |
| Participant deferral / active EE | $3,725 | $3,408+9.3% | $3,560+4.6% | $3,046+22.3% |
| Admin fee / account holder | $37 | $79-52.5% | $4,821-99.2% | $91-58.8% |