Filed January 5, 2001
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 |
|---|---|---|
Filed as: BARNES, DENNIG & CO. LTD Service code 10 · EIN 31-1119890 | Accounting | $14,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,531 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,648 | $128,899+78.2% | $113,168+102.9% | $102,872+123.2% |
| Participation rate | 99.2% | 87.0%+12.2pp | 76.6%+22.7pp | 73.0%+26.2pp |
| Annual return | 16.16% | 15.88%+0.3pp | 24.27%-8.1pp | 19.06%-2.9pp |
| Employer contribution / active EE | $5,074 | $3,713+36.7% | $2,975+70.6% | $3,526+43.9% |
| Participant deferral / active EE | $10,184 | $6,787+50.1% | $5,107+99.4% | $5,535+84.0% |
| Admin fee / account holder | $55 | $129-57.7% | $12,068-99.5% | $292-81.3% |