Filed May 27, 1993 (most recent of 2 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $88,621 |
PENSION ASSURANCE LLP4+ years Filed as: PENSION ADVISORS Service code 27 · EIN 34-1911721 | Advisory (Plan) | $65,000 |
MCM CPAS & ADVISORS LLP1 year Filed as: MCM CPAS & ADVISORS, LLP Service code 10 · EIN 27-1235638 | Accounting | $8,000 |
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 | $35,104 | $40,174-12.6% | $84,015-58.2% | $67,579-48.1% |
| Participation rate | 94.4% | 62.7%+31.7pp | 69.0%+25.4pp | 71.3%+23.1pp |
| Annual return | 22.09% | 25.82%-3.7pp | 71.31%-49.2pp | 378.56%-356.5pp |
| Employer contribution / active EE | $416 | $808-48.5% | $1,983-79.1% | $2,148-80.7% |
| Participant deferral / active EE | $3,910 | $2,301+69.9% | $3,239+20.7% | $3,539+10.5% |
| Admin fee / account holder | $139 | $128+8.2% | $6,101-97.7% | $142-2.4% |