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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,708 |
FRANKEL ZACHARIA LLC3+ years Filed as: FRANKEL ZACHARIA Service code 10 · EIN 47-0574775 | Accounting | $8,180 |
FRANKEL ZACHARIA LLC4+ years Service code 10 · EIN 47-0574775 | Accounting | $6,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,611 | $62,267+5.4% | $110,238-40.5% | $55,725+17.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 79.8%+20.2pp | 70.9%+29.1pp |
| Annual return | -5.14% | -1.07%-4.1pp | 314.74%-319.9pp | 244.93%-250.1pp |
| Employer contribution / active EE | $2,628 | $1,941+35.4% | $3,826-31.3% | $2,078+26.5% |
| Participant deferral / active EE | $5,794 | $3,516+64.8% | $4,672+24.0% | $3,356+72.7% |
| Admin fee / account holder | $51 | $121-58.0% | $8,547-99.4% | $115-56.0% |