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 |
|---|---|---|
SIKICH LLP1 year Filed as: SIKICH CAPITAL MANAGEMENT, LLC Service code 27 · EIN 36-3168081 | Advisory (Plan) | $17,500 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $12,625 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $1,615 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $71,071 | $78,419-9.4% | $133,956-46.9% | $73,409-3.2% |
| Participation rate | 95.3% | 78.6%+16.8pp | 79.8%+15.5pp | 72.2%+23.2pp |
| Annual return | 11.44% | 33.35%-21.9pp | 45.09%-33.7pp | 59.29%-47.9pp |
| Employer contribution / active EE | $1,483 | $2,044-27.4% | $3,919-62.2% | $2,234-33.6% |
| Participant deferral / active EE | $4,667 | $3,925+18.9% | $5,048-7.5% | $3,805+22.6% |
| Admin fee / account holder | $96 | $161-40.7% | $8,927-98.9% | $158-39.4% |