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 LLP3+ years Service code 10 · EIN 04-3296226 | Accounting | $17,232 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $11,363 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $98,537 | $69,305+42.2% | $82,313+19.7% | $69,631+41.5% |
| Participation rate | 99.9% | 80.3%+19.6pp | 76.9%+23.0pp | 70.7%+29.2pp |
| Annual return | 11.23% | 21.47%-10.2pp | 25.88%-14.6pp | 27571.02%-27559.8pp |
| Employer contribution / active EE | $1,972 | $1,887+4.5% | $2,428-18.8% | $2,032-3.0% |
| Participant deferral / active EE | $3,991 | $3,568+11.8% | $3,706+7.7% | $3,224+23.8% |
| Admin fee / account holder | $26 | $97-72.8% | $5,608-99.5% | $110-76.1% |