Filed March 12, 1998
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 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $17,478 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN SMITH WALLACE LLP Service code 10 · EIN 43-1001367 | Accounting | $13,500 |
GREENSFELDER, HEMKE & GALE, P.C.1+ years Filed as: GREENSFELDER, HEMKER & GALE, P.C. Service code 29 · EIN 43-1313567 | Legal | $8,740 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $39,335 | $72,770-45.9% | $67,652-41.9% | $55,191-28.7% |
| Participation rate | 64.4% | 78.8%-14.3pp | 75.7%-11.2pp | 69.2%-4.7pp |
| Annual return | -0.50% | -3.26%+2.8pp | 6625.04%-6625.5pp | 10.78%-11.3pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,728 | $3,408-49.3% | $3,560-51.4% | $3,046-43.3% |
| Admin fee / account holder | $121 | $79+53.5% | $4,821-97.5% | $91+33.3% |