Filed April 7, 1999
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 |
|---|---|---|
MAXWELL LOCKE & RITTER LLP8+ years Service code 10 · EIN 74-2900215 | Accounting | $21,500 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $16,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,421 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,387 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,851 | $52,208+208.1% | $86,612+85.7% | $74,419+116.1% |
| Participation rate | 97.1% | 66.3%+30.8pp | 71.7%+25.4pp | 70.7%+26.4pp |
| Annual return | 18.21% | 44.46%-26.2pp | 591.07%-572.9pp | 34.38%-16.2pp |
| Employer contribution / active EE | $7,405 | $2,282+224.5% | $3,022+145.0% | $2,637+180.8% |
| Participant deferral / active EE | $8,798 | $3,383+160.1% | $4,438+98.3% | $4,528+94.3% |
| Admin fee / account holder | $203 | $319-36.4% | $5,614-96.4% | $348-41.7% |