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 | $43,288 |
FRANKEL ZACHARIA LLC5+ years Filed as: FRANKEL ZACHARIA Service code 10 · EIN 47-0574775 | Accounting | $15,440 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,816 | $78,419+10.7% | $133,956-35.2% | $73,409+18.3% |
| Participation rate | 99.8% | 78.6%+21.2pp | 79.8%+19.9pp | 72.2%+27.6pp |
| Annual return | 15.93% | 33.35%-17.4pp | 45.09%-29.2pp | 59.29%-43.4pp |
| Employer contribution / active EE | $2,792 | $2,044+36.6% | $3,919-28.7% | $2,234+25.0% |
| Participant deferral / active EE | $6,844 | $3,925+74.4% | $5,048+35.6% | $3,805+79.8% |
| Admin fee / account holder | $44 | $161-73.0% | $8,927-99.5% | $158-72.4% |