Filed March 8, 1994
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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $190,437 |
GROOM LAW GROUP5 years Service code 29 · EIN 52-1219029 | Legal | $37,213 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,384 |
PBMARES, LLP1 year Service code 10 · EIN 54-0737372 | Accounting | $15,000 |
KEITER2 years Service code 10 · EIN 54-1631262 | Accounting | $5,775 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,118 | $136,266-57.3% | $90,749-36.0% | $77,904-25.4% |
| Participation rate | 84.6% | 86.6%-2.0pp | 75.7%+8.9pp | 73.7%+10.9pp |
| Annual return | -3.95% | -11.32%+7.4pp | -12.16%+8.2pp | 12.21%-16.2pp |
| Employer contribution / active EE | $1,901 | $4,215-54.9% | $2,921-34.9% | $2,848-33.3% |
| Participant deferral / active EE | $3,110 | $6,353-51.0% | $4,564-31.9% | $4,806-35.3% |
| Admin fee / account holder | $118 | $399-70.5% | $8,445-98.6% | $133-11.3% |