Filed April 4, 1997 (most recent of 3 filings on file)
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 |
|---|---|---|
INVESTMENT ADVISOR OPERATIONS1+ years Service code 16 · EIN 41-1416330 | Consulting | $37,500 |
SB & COMPANY, LLC2+ years Service code 10 · EIN 20-2153727 | Accounting | $26,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,656 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,561 |
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 | $31,193 | $36,700-15.0% | $171,082-81.8% | $63,975-51.2% |
| Participation rate | 91.5% | 61.5%+30.0pp | 76.7%+14.8pp | 71.1%+20.4pp |
| Annual return | 8.01% | 12.80%-4.8pp | 32.56%-24.5pp | 48.65%-40.6pp |
| Employer contribution / active EE | $1,707 | $1,210+41.0% | $4,002-57.4% | $2,182-21.8% |
| Participant deferral / active EE | $3,725 | $2,696+38.2% | $4,797-22.3% | $3,356+11.0% |
| Admin fee / account holder | $56 | $68-17.3% | $8,520-99.3% | $70-20.7% |