Filed December 10, 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 13 · EIN 06-1050034 | Contract Administrator | $152,270 |
Filed as: HOLTHOUSE, CARLIN & VAN TRIGT, LLP Service code 10 · EIN 95-4345526 | Accounting | $7,120 |
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 | $23,811 | $25,165-5.4% | $73,545-67.6% | $77,958-69.5% |
| Participation rate | 100.0% | 36.6%+63.4pp | 54.9%+45.1pp | 71.6%+28.4pp |
| Annual return | 18.62% | 18.12%+0.5pp | -15.16%+33.8pp | 20.87%-2.3pp |
| Employer contribution / active EE | $629 | $395+59.1% | $1,219-48.4% | $2,310-72.8% |
| Participant deferral / active EE | $2,267 | $898+152.5% | $1,806+25.5% | $3,537-35.9% |
| Admin fee / account holder | $96 | $76+26.6% | $2,320-95.9% | $97-1.5% |