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 | $232,120 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $18,900 |
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 | $6,269 | $66,051-90.5% | $92,893-93.3% | $77,787-91.9% |
| Participation rate | 95.1% | 81.0%+14.1pp | 76.0%+19.1pp | 73.2%+21.8pp |
| Annual return | 21.21% | 20.69%+0.5pp | 109.41%-88.2pp | 32.57%-11.4pp |
| Employer contribution / active EE | $956 | $3,426-72.1% | $3,653-73.8% | $2,504-61.8% |
| Participant deferral / active EE | $1,944 | $3,013-35.5% | $4,236-54.1% | $3,967-51.0% |
| Admin fee / account holder | $59 | $148-60.0% | $5,794-99.0% | $100-41.0% |