Filed December 14, 1998
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 |
|---|---|---|
PAYCHEX, INC.3+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $23,405 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,679 | $75,284-44.6% | $91,001-54.2% | $69,631-40.1% |
| Participation rate | 94.9% | 80.4%+14.5pp | 75.6%+19.3pp | 70.7%+24.2pp |
| Annual return | 14.88% | 48.40%-33.5pp | 4.60%+10.3pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $0 | $2,473-100.0% | $2,456-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,707 | $3,700-26.8% | $3,547-23.7% | $3,224-16.0% |
| Admin fee / account holder | $202 | $111+82.9% | $5,417-96.3% | $110+83.1% |