Filed October 16, 1995 (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 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $55,035 |
SIKICH LLP3+ years Filed as: SIKICH CAPITAL MGMT Service code 27 · EIN 36-3168081 | Advisory (Plan) | $16,562 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $9,847 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $61,391 | $62,267-1.4% | $110,238-44.3% | $55,725+10.2% |
| Participation rate | 95.2% | 78.1%+17.1pp | 79.8%+15.4pp | 70.9%+24.4pp |
| Annual return | 1.63% | -1.07%+2.7pp | 314.74%-313.1pp | 244.93%-243.3pp |
| Employer contribution / active EE | $1,323 | $1,941-31.8% | $3,826-65.4% | $2,078-36.3% |
| Participant deferral / active EE | $4,010 | $3,516+14.0% | $4,672-14.2% | $3,356+19.5% |
| Admin fee / account holder | $245 | $121+102.3% | $8,547-97.1% | $115+112.3% |