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.4 years Filed as: SLEVIN & HART, PC Service code 27 · EIN 52-1708613 | Advisory (Plan) | $21,173 |
EBERTS & HARRISON3 years Filed as: EBERTS AND HARRISON, INC. Service code 23 · EIN 52-0816262 | Insurance services | $12,094 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $5,925 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS INC Service code 27 PO BOX 4142, CHURCH STREET STATION · NEW YORK, NY 102614142 | 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 | $161,983 | $52,208+210.3% | $86,612+87.0% | $74,419+117.7% |
| Participation rate | 86.9% | 66.3%+20.6pp | 71.7%+15.2pp | 70.7%+16.2pp |
| Annual return | 17.23% | 44.46%-27.2pp | 591.07%-573.8pp | 34.38%-17.1pp |
| Employer contribution / active EE | $4,812 | $2,282+110.9% | $3,022+59.2% | $2,637+82.5% |
| Participant deferral / active EE | $8,658 | $3,383+155.9% | $4,438+95.1% | $4,528+91.2% |
| Admin fee / account holder | $82 | $319-74.3% | $5,614-98.5% | $348-76.5% |