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.3 years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $15,063 |
EBERTS & HARRISON2 years Filed as: EBERTS AND HARRISON, INC. Service code 23 · EIN 52-0816262 | Insurance services | $12,094 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $7,375 |
THE SEGAL COMPANY5 years Service code 27 · EIN 52-1708613 | Advisory (Plan) | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,930 | $47,722+214.2% | $82,719+81.3% | $64,808+131.3% |
| Participation rate | 87.8% | 67.6%+20.1pp | 72.6%+15.2pp | 71.5%+16.3pp |
| Annual return | -13.17% | -13.05%-0.1pp | 701.18%-714.4pp | 32.82%-46.0pp |
| Employer contribution / active EE | $4,444 | $2,179+103.9% | $3,009+47.7% | $2,506+77.4% |
| Participant deferral / active EE | $8,514 | $3,329+155.7% | $4,395+93.7% | $4,310+97.5% |
| Admin fee / account holder | $77 | $143-45.9% | $5,329-98.5% | $188-58.8% |