Filed November 3, 1994
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 13 · EIN 06-1050034 | Contract Administrator | $123,955 |
KPMG LLP1 year Filed as: KPMG LLC Service code 10 · EIN 13-5565207 | Accounting | $22,515 |
ELLWOOD ASSOCIATES1 year Filed as: JH ELLWOOD & ASSOCIATES INC Service code 27 · EIN 36-3121777 | Advisory (Plan) | $7,941 |
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 | $172,646 | $52,670+227.8% | $90,404+91.0% | $73,409+135.2% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.7%+27.3pp | 72.2%+27.8pp |
| Annual return | 13.70% | 20.70%-7.0pp | 1293.02%-1279.3pp | 59.29%-45.6pp |
| Employer contribution / active EE | $2,050 | $1,872+9.5% | $3,262-37.2% | $2,234-8.2% |
| Participant deferral / active EE | $10,419 | $2,807+271.2% | $3,963+162.9% | $3,805+173.8% |
| Admin fee / account holder | $5 | $117-95.3% | $5,611-99.9% | $158-96.5% |