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, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $20,543 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,310 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,574 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,283 | $72,482+17.7% | $129,110-33.9% | $64,808+31.6% |
| Participation rate | 97.0% | 79.2%+17.7pp | 77.3%+19.7pp | 71.5%+25.5pp |
| Annual return | -15.89% | -9.08%-6.8pp | -10.94%-4.9pp | 32.82%-48.7pp |
| Employer contribution / active EE | $2,404 | $4,247-43.4% | $5,052-52.4% | $2,506-4.1% |
| Participant deferral / active EE | $6,862 | $5,679+20.8% | $6,542+4.9% | $4,310+59.2% |
| Admin fee / account holder | $58 | $144-59.5% | $14,302-99.6% | $188-68.9% |