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 |
|---|---|---|
MOMENTUM ADVISORS1 year Service code 27 · EIN 27-2586478 1120 AVE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $25,000 |
PRM CONSULTING INC1 year Filed as: PRM CONSULTING, INC. Service code 16 · EIN 52-2156813 1814 13TH ST NW · WASHINGTON, DC 20009 | Consulting | $22,000 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE 1200 · BETHESDA, MD 20814 | Accounting | $20,000 |
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 | $165,241 | $75,388+119.2% | $123,544+33.8% | $55,725+196.5% |
| Participation rate | 79.8% | 75.7%+4.2pp | 82.3%-2.5pp | 70.9%+9.0pp |
| Annual return | 8.55% | 4.48%+4.1pp | 119.20%-110.6pp | 244.93%-236.4pp |
| Employer contribution / active EE | $10,988 | $3,063+258.7% | $4,628+137.4% | $2,078+428.7% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $63 | $120-47.8% | $9,284-99.3% | $115-45.7% |