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+ years Service code 20 · EIN 27-2586478 1120 AVE OF THE AMERICAS FL 4TH · NEW YORK, NY 100366700 | Trustee (individual) | $37,000 |
CALIBRE CPA GROUP PLLC1+ years Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE 1200 · BETHESDA, MD 208146531 | Accounting | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,070 | $80,177+18.6% | $123,892-23.3% | $57,658+64.9% |
| Participation rate | 53.0% | 74.4%-21.4pp | 81.4%-28.4pp | 70.2%-17.2pp |
| Annual return | 1.39% | 17.90%-16.5pp | 47.52%-46.1pp | 5.13%-3.7pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,429 | $5,130-13.7% | $5,984-26.0% | $3,061+44.7% |
| Admin fee / account holder | $128 | $106+20.5% | $8,357-98.5% | $95+35.6% |