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 | $344,310 |
RSM US LLP6+ years Service code 10 · EIN 42-0714325 | Accounting | $10,500 |
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 | $5,708 | $81,719-93.0% | $101,248-94.4% | $90,288-93.7% |
| Participation rate | 96.9% | 80.7%+16.1pp | 75.8%+21.1pp | 73.4%+23.5pp |
| Annual return | 13.44% | 337.64%-324.2pp | 46.47%-33.0pp | 53.97%-40.5pp |
| Employer contribution / active EE | $2,078 | $3,622-42.6% | $3,660-43.2% | $2,524-17.7% |
| Participant deferral / active EE | $3,568 | $3,310+7.8% | $4,370-18.4% | $4,232-15.7% |
| Admin fee / account holder | $64 | $162-60.5% | $5,945-98.9% | $114-44.0% |