Filed October 18, 2004
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 |
|---|---|---|
SEJONG LLP1+ years Service code 10 · EIN 01-0754454 | Accounting | $17,500 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $4,831 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST CO. Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
Filed as: MESIROW FINANCIAL INV. MGMT. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $18 |
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 | $98,742 | $72,770+35.7% | $67,652+46.0% | $55,191+78.9% |
| Participation rate | 98.7% | 78.8%+19.9pp | 75.7%+23.1pp | 69.2%+29.6pp |
| Annual return | -0.60% | -3.26%+2.7pp | 6625.04%-6625.6pp | 10.78%-11.4pp |
| Employer contribution / active EE | $5,511 | $1,769+211.5% | $2,266+143.2% | $1,899+190.2% |
| Participant deferral / active EE | $8,664 | $3,408+154.2% | $3,560+143.4% | $3,046+184.4% |
| Admin fee / account holder | $38 | $79-51.2% | $4,821-99.2% | $91-57.7% |