Filed October 8, 1992
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 |
|---|---|---|
FRANKEL ZACHARIA LLC3+ years Service code 10 · EIN 47-0574775 | Accounting | $15,030 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,438 |
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 | $74,199 | $71,666+3.5% | $117,854-37.0% | $69,631+6.6% |
| Participation rate | 99.8% | 77.5%+22.2pp | 79.7%+20.1pp | 70.7%+29.1pp |
| Annual return | 19.87% | 18.86%+1.0pp | 335.08%-315.2pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $2,411 | $1,889+27.6% | $3,786-36.3% | $2,032+18.6% |
| Participant deferral / active EE | $4,692 | $3,340+40.5% | $4,482+4.7% | $3,224+45.6% |
| Admin fee / account holder | $16 | $120-87.0% | $8,020-99.8% | $110-85.8% |