Filed August 11, 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 |
|---|---|---|
BDO USA, LLP5 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $17,828 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,201 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,594 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,258 | $92,303+13.0% | $152,466-31.6% | $86,799+20.1% |
| Participation rate | 98.4% | 81.1%+17.4pp | 78.2%+20.2pp | 72.3%+26.1pp |
| Annual return | 15.21% | 531.69%-516.5pp | 757.33%-742.1pp | 97.91%-82.7pp |
| Employer contribution / active EE | $2,288 | $3,748-39.0% | $4,327-47.1% | $2,405-4.9% |
| Participant deferral / active EE | $6,500 | $5,599+16.1% | $5,820+11.7% | $4,131+57.4% |
| Admin fee / account holder | $44 | $150-70.6% | $15,805-99.7% | $170-74.0% |