Filed May 21, 2004 (most recent of 2 filings on file)
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 4-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 |
|---|---|---|
SUTTON FROST CARY LLP1 year Filed as: SUTTON FROST CARY Service code 10 · EIN 75-2593210 | Accounting | $47,562 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,786 | $75,284+108.3% | $91,001+72.3% | $69,631+125.2% |
| Participation rate | 94.3% | 80.4%+13.9pp | 75.6%+18.7pp | 70.7%+23.7pp |
| Annual return | 19.08% | 48.40%-29.3pp | 4.60%+14.5pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $8,211 | $2,473+232.1% | $2,456+234.4% | $2,032+304.1% |
| Participant deferral / active EE | $6,365 | $3,700+72.0% | $3,547+79.4% | $3,224+97.5% |
| Admin fee / account holder | $69 | $111-37.8% | $5,417-98.7% | $110-37.8% |