Filed August 19, 1999
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 15 · EIN 16-1450952 | Recordkeeping | $98,752 |
MONETA GROUP LLC2 years Filed as: MONETA GROUP, LLC Service code 17 · EIN 20-1903821 | Pension Consulting | $44,063 |
WITHUMSMITH+BROWN, PC4+ years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $8,825 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $140,850 | $35,485+296.9% | $74,550+88.9% | $55,725+152.8% |
| Participation rate | 93.6% | 62.5%+31.0pp | 69.1%+24.4pp | 70.9%+22.7pp |
| Annual return | -5.26% | 0.72%-6.0pp | 32.53%-37.8pp | 244.93%-250.2pp |
| Employer contribution / active EE | $3,144 | $777+304.4% | $1,961+60.3% | $2,078+51.3% |
| Participant deferral / active EE | $5,014 | $2,181+129.9% | $3,108+61.3% | $3,356+49.4% |
| Admin fee / account holder | $336 | $114+193.7% | $5,060-93.4% | $115+191.5% |