Filed March 19, 1998 (most recent of 2 filings on file)
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 |
|---|---|---|
DEAN ACTUARIES, LLC6+ years Service code 11 · EIN 75-2548006 | Actuarial | $37,109 |
FINLEY & COOK5 years Service code 10 · EIN 73-0604334 | Accounting | $12,552 |
CONNER & WINTERS5 years Filed as: CONNER & WINTERS, LLP Service code 29 | Legal | $6,978 |
See 1 actuary disclosure. $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.
Employer 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 | $0 | $3,654,750-100.0% | $3,260,465-100.0% | $3,654,750-100.0% |
| Participation rate | 0.0% | 11.4%-11.4pp | 85.7%-85.7pp | 11.4%-11.4pp |
| Annual return | 6.43% | 6.44%0pp | 32.92%-26.5pp | 6.44%0pp |
| Employer contribution / active EE | $4,673 | $20,807-77.5% | $23,237-79.9% | $20,807-77.5% |
| Participant deferral / active EE | $0 | $215-100.0% | $8,486-100.0% | $215-100.0% |
| Admin fee / account holder | $0 | $14,072-100.0% | $530,422-100.0% | $14,072-100.0% |