Filed May 19, 1998
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 |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 99 · EIN 36-2708660 | Other Fees | $31,575 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $26,175 |
JACKSON, HOWELL & ASSOCIATES1+ years Filed as: JACKSON, HOWELL & ASSOCIATES, PC Service code 10 · EIN 20-3538074 | Accounting | $11,100 |
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 | $145,890 | $50,106+191.2% | $70,014+108.4% | $57,658+153.0% |
| Participation rate | 92.9% | 70.9%+22.1pp | 71.8%+21.1pp | 70.2%+22.7pp |
| Annual return | 7.84% | 14.58%-6.7pp | 12.99%-5.2pp | 5.13%+2.7pp |
| Employer contribution / active EE | $6,468 | $1,739+271.8% | $2,338+176.6% | $1,974+227.7% |
| Participant deferral / active EE | $8,019 | $2,486+222.6% | $2,931+173.6% | $3,061+162.0% |
| Admin fee / account holder | $62 | $89-30.1% | $4,380-98.6% | $95-34.1% |