Filed November 12, 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 |
|---|---|---|
PRM CONSULTING INC1 year Filed as: PRM CONSULTING, NC Service code 16 · EIN 52-2156813 1814 13TH ST NW · WASHINGTON, DC 200094424 | Consulting | $37,000 |
CALIBRE CPA GROUP PLLC2+ years Service code 10 7501 WISCONSIN AVE 1200 · BETHESDA, MD 208146531 | Accounting | $28,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $158,667 | $155,795+1.8% | $136,294+16.4% | $69,631+127.9% |
| Participation rate | 78.0% | 75.2%+2.7pp | 81.9%-4.0pp | 70.7%+7.3pp |
| Annual return | 11.58% | 232464.33%-232452.8pp | 5155.94%-5144.4pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $10,530 | $2,991+252.1% | $4,695+124.3% | $2,032+418.2% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $68 | $128-46.9% | $9,243-99.3% | $110-38.3% |