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 | $187,266 |
Filed as: HOLTHOUSE, CARLIN & VAN TRIGT, LLP Service code 10 · EIN 95-4345526 | Accounting | $9,560 |
MERCER5+ years Service code 16 · EIN 30-0282430 | Consulting | $6,844 |
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 | $26,015 | $26,479-1.8% | $74,701-65.2% | $77,787-66.6% |
| Participation rate | 100.0% | 37.6%+62.4pp | 54.5%+45.5pp | 73.2%+26.8pp |
| Annual return | 22.34% | 38.31%-16.0pp | 752.92%-730.6pp | 32.57%-10.2pp |
| Employer contribution / active EE | $719 | $440+63.6% | $1,084-33.6% | $2,504-71.3% |
| Participant deferral / active EE | $2,555 | $1,074+137.8% | $1,964+30.1% | $3,967-35.6% |
| Admin fee / account holder | $106 | $119-10.9% | $3,333-96.8% | $100+5.9% |