Filed November 4, 1999
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 10 · EIN 04-1590850 | Accounting | $217,475 |
FGMK, LLC2+ years Service code 10 · EIN 36-2929601 | Accounting | $31,000 |
Annual investment return 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 | $98,527 | $93,756+5.1% | $133,980-26.5% | $329,111-70.1% |
| Participation rate | 94.1% | 89.7%+4.4pp | 87.1%+7.0pp | 67.9%+26.2pp |
| Annual return | 6.54% | 20.33%-13.8pp | 29.30%-22.8pp | 16.35%-9.8pp |
| Employer contribution / active EE | $3,470 | $3,619-4.1% | $5,211-33.4% | $2,303+50.6% |
| Participant deferral / active EE | $9,764 | $5,685+71.7% | $6,282+55.4% | $3,682+165.2% |
| Admin fee / account holder | $0 | $90-100.0% | $9,324-100.0% | $754-100.0% |