Filed December 29, 2003 (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 |
|---|---|---|
WITHUMSMITH+BROWN, PC3 years Filed as: DAVID J. BROWN, LLC Service code 10 · EIN 27-1365963 | Accounting | $38,067 |
MINNESOTA LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $11,450 |
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 | $52,265 | $48,471+7.8% | $182,532-71.4% | $67,579-22.7% |
| Participation rate | 99.3% | 67.2%+32.1pp | 78.0%+21.3pp | 71.3%+28.0pp |
| Annual return | 22.87% | 31.08%-8.2pp | 148.54%-125.7pp | 378.56%-355.7pp |
| Employer contribution / active EE | $1,622 | $1,461+11.1% | $4,076-60.2% | $2,148-24.5% |
| Participant deferral / active EE | $4,661 | $3,324+40.2% | $5,524-15.6% | $3,539+31.7% |
| Admin fee / account holder | $69 | $151-54.3% | $8,592-99.2% | $142-51.5% |