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 ADVISORS3+ years Service code 27 · EIN 27-2586478 1120 AVE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $42,000 |
PRM CONSULTING INC1 year Filed as: PRM CONSULTING, INC. Service code 16 · EIN 52-2156813 1814 13TH ST NW · WASHINGTON, DC 20009 | Consulting | $23,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $110,272 | $75,388+46.3% | $123,544-10.7% | $55,725+97.9% |
| Participation rate | 51.0% | 75.7%-24.7pp | 82.3%-31.3pp | 70.9%-19.9pp |
| Annual return | 10.93% | 4.48%+6.4pp | 119.20%-108.3pp | 244.93%-234.0pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,726 | $5,651-16.4% | $6,426-26.4% | $3,356+40.9% |
| Admin fee / account holder | $164 | $120+37.3% | $9,284-98.2% | $115+42.7% |