Filed December 22, 1992
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 |
|---|---|---|
SLEVIN & HART, P.C.1+ years Service code 29 · EIN 52-1708613 | Legal | $7,666 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING Service code 16 · EIN 36-3555078 | Consulting | $5,000 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $4,575 |
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 | $127,289 | $38,925+227.0% | $73,843+72.4% | $55,191+130.6% |
| Participation rate | 100.0% | 66.0%+34.0pp | 73.4%+26.6pp | 69.2%+30.8pp |
| Annual return | 0.52% | 6.31%-5.8pp | 2267.84%-2267.3pp | 10.78%-10.3pp |
| Employer contribution / active EE | $3,291 | $1,695+94.2% | $2,787+18.1% | $1,899+73.3% |
| Participant deferral / active EE | $8,734 | $2,351+271.5% | $3,583+143.7% | $3,046+186.7% |
| Admin fee / account holder | $205 | $83+147.7% | $4,880-95.8% | $91+126.1% |