Filed January 1, 2012
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 27 · EIN 81-3433658 | Advisory (Plan) | $49,874 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,357 |
LEVITZACKS2 years Filed as: LEVITZACKS, CERTIFED PUBLIC ACCOUN Service code 10 · EIN 95-3159181 | Accounting | $14,014 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,903 | $84,487+7.6% | $125,339-27.5% | $66,914+35.9% |
| Participation rate | 91.7% | 76.4%+15.3pp | 82.4%+9.3pp | 69.8%+21.9pp |
| Annual return | -16.20% | -8.39%-7.8pp | 572.05%-588.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $4,524 | $3,553+27.3% | $4,814-6.0% | $2,544+77.8% |
| Participant deferral / active EE | $9,415 | $6,781+38.8% | $7,446+26.4% | $4,237+122.2% |
| Admin fee / account holder | $307 | $685-55.2% | $10,010-96.9% | $593-48.3% |