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, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $23,162 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,762 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,442 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,426 | $102,197+1.2% | $142,449-27.4% | $74,419+39.0% |
| Participation rate | 96.9% | 79.8%+17.0pp | 76.8%+20.1pp | 70.7%+26.1pp |
| Annual return | 20.68% | 19.73%+1.0pp | 19.99%+0.7pp | 34.38%-13.7pp |
| Employer contribution / active EE | $2,457 | $5,052-51.4% | $4,847-49.3% | $2,637-6.8% |
| Participant deferral / active EE | $7,041 | $6,304+11.7% | $6,283+12.1% | $4,528+55.5% |
| Admin fee / account holder | $68 | $186-63.2% | $10,011-99.3% | $348-80.3% |