Filed August 23, 2002
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 |
|---|---|---|
RSM US LLP1 year Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $31,595 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,442 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $11,089 |
ASCENSUS LLC3 years Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $2,650 |
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 | $96,893 | $73,360+32.1% | $177,989-45.6% | $74,495+30.1% |
| Participation rate | 98.7% | 66.6%+32.1pp | 77.1%+21.7pp | 67.2%+31.5pp |
| Annual return | 17.53% | 17.49%0pp | 294.48%-276.9pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $6,218 | $2,216+180.5% | $3,949+57.5% | $2,623+137.1% |
| Participant deferral / active EE | $10,549 | $4,513+133.7% | $6,276+68.1% | $4,346+142.7% |
| Admin fee / account holder | $199 | $1,808-89.0% | $10,363-98.1% | $1,942-89.8% |