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 | $51,143 |
FRANKEL ZACHARIA LLC5+ years Service code 10 · EIN 47-0574775 | Accounting | $15,240 |
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 | $78,922 | $69,159+14.1% | $125,175-37.0% | $67,579+16.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 79.8%+20.2pp | 71.3%+28.7pp |
| Annual return | 24.87% | 27.12%-2.2pp | 43.79%-18.9pp | 378.56%-353.7pp |
| Employer contribution / active EE | $2,714 | $2,023+34.1% | $3,865-29.8% | $2,148+26.4% |
| Participant deferral / active EE | $6,292 | $3,700+70.1% | $4,937+27.5% | $3,539+77.8% |
| Admin fee / account holder | $52 | $142-63.6% | $9,702-99.5% | $142-63.7% |