Filed July 20, 2001 (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 60 · EIN 04-2647786 | Sub-TA Fees | $224,663 |
RSM US LLP4+ years Service code 10 · EIN 42-0714325 | Accounting | $18,375 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,294 | $60,396-87.9% | $83,848-91.3% | $75,289-90.3% |
| Participation rate | 95.5% | 80.7%+14.8pp | 76.1%+19.4pp | 72.4%+23.1pp |
| Annual return | -7.12% | 3.84%-11.0pp | 850.88%-858.0pp | -0.04%-7.1pp |
| Employer contribution / active EE | $825 | $3,343-75.3% | $3,631-77.3% | $2,405-65.7% |
| Participant deferral / active EE | $2,478 | $2,922-15.2% | $4,082-39.3% | $3,739-33.7% |
| Admin fee / account holder | $99 | $141-29.9% | $5,478-98.2% | $102-3.3% |