Filed November 27, 2002
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 |
|---|---|---|
RUBINBROWN LLP2 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $6,270 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,929 | $48,335-36.0% | $121,098-74.5% | $71,457-56.7% |
| Participation rate | 96.7% | 54.3%+42.5pp | 69.5%+27.2pp | 67.9%+28.8pp |
| Annual return | 15.28% | 23.32%-8.0pp | 985.75%-970.5pp | 28.85%-13.6pp |
| Employer contribution / active EE | $2,310 | $1,489+55.2% | $4,164-44.5% | $2,588-10.7% |
| Participant deferral / active EE | $0 | $2,754-100.0% | $4,080-100.0% | $4,289-100.0% |
| Admin fee / account holder | $28 | $1,841-98.5% | $5,644-99.5% | $1,587-98.2% |