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 | Direct payment from the plan; Account... | $25,642 |
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN SMITH WALLACE LLP Service code 10 · EIN 43-1001367 | Accounting | $14,700 |
Filed as: GREENSFELDER, HEMKER & GALE, PC Service code 29 · EIN 43-1313567 | Legal | $6,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,256 | $65,118-39.7% | $76,768-48.9% | $55,725-29.6% |
| Participation rate | 59.6% | 79.6%-20.1pp | 77.0%-17.4pp | 70.9%-11.3pp |
| Annual return | -4.60% | -1.27%-3.3pp | 2.43%-7.0pp | 244.93%-249.5pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,691 | $3,688-54.2% | $3,852-56.1% | $3,356-49.6% |
| Admin fee / account holder | $158 | $116+36.4% | $6,675-97.6% | $115+37.2% |