Filed November 3, 1998
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 |
|---|---|---|
HOWARD LLP3+ years Filed as: HOWARD & CO., LLP Service code 10 · EIN 20-2257536 | Accounting | $8,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,180 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,242 | $71,666-27.1% | $117,854-55.7% | $69,631-25.0% |
| Participation rate | 85.9% | 77.5%+8.4pp | 79.7%+6.2pp | 70.7%+15.2pp |
| Annual return | 25.56% | 18.86%+6.7pp | 335.08%-309.5pp | 27571.02%-27545.5pp |
| Employer contribution / active EE | $644 | $1,889-65.9% | $3,786-83.0% | $2,032-68.3% |
| Participant deferral / active EE | $3,116 | $3,340-6.7% | $4,482-30.5% | $3,224-3.3% |
| Admin fee / account holder | $41 | $120-65.7% | $8,020-99.5% | $110-62.6% |