Filed January 16, 1996
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 |
|---|---|---|
COVINGTON & BURLING LLP1+ years Service code 10 · EIN 53-0188411 | Accounting | $66,332 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,679 |
CHACONAS & WILSON, P1+ years Filed as: CHACONAS & WILSON, P.C Service code 10 · EIN 52-1480805 | Accounting | $6,171 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$43,517 |
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 | $168,980 | $68,413+147.0% | $123,104+37.3% | $55,191+206.2% |
| Participation rate | 98.0% | 84.5%+13.4pp | 86.8%+11.2pp | 69.2%+28.8pp |
| Annual return | 1.09% | 6.30%-5.2pp | 13.22%-12.1pp | 10.78%-9.7pp |
| Employer contribution / active EE | $9,785 | $3,050+220.8% | $5,151+90.0% | $1,899+415.4% |
| Participant deferral / active EE | $8,328 | $4,490+85.5% | $6,230+33.7% | $3,046+173.4% |
| Admin fee / account holder | $92 | $88+4.8% | $9,015-99.0% | $91+1.3% |