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 9-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 |
|---|---|---|
BEACHFLEISMAN PC1+ years Service code 10 · EIN 38-2968944 | Accounting | $11,500 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,405 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,778 |
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 | $150,574 | $54,320+177.2% | $67,652+122.6% | $52,331+187.7% |
| Participation rate | 98.0% | 73.6%+24.4pp | 75.7%+22.4pp | 68.1%+29.9pp |
| Annual return | 1.66% | 6.81%-5.2pp | 6625.04%-6623.4pp | 4.54%-2.9pp |
| Employer contribution / active EE | $2,340 | $1,544+51.5% | $2,266+3.3% | $1,882+24.3% |
| Participant deferral / active EE | $7,925 | $2,950+168.6% | $3,560+122.6% | $3,022+162.2% |
| Admin fee / account holder | $106 | $527-79.8% | $4,821-97.8% | $592-82.1% |