Filed June 27, 2000
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 |
|---|---|---|
KAYE CAPITAL MANAGEMENT8 years Service code 27 · EIN 47-0907014 | Advisory (Plan) | $49,000 |
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $48,439 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $9,975 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,303 | $45,031+258.2% | $84,966+89.8% | $77,643+107.8% |
| Participation rate | 99.0% | 48.7%+50.4pp | 67.5%+31.5pp | 70.6%+28.5pp |
| Annual return | 14.84% | 79.22%-64.4pp | 66.38%-51.5pp | 31.24%-16.4pp |
| Employer contribution / active EE | $7,788 | $1,609+383.9% | $2,727+185.6% | $2,726+185.7% |
| Participant deferral / active EE | $8,231 | $2,807+193.2% | $4,519+82.1% | $4,647+77.1% |
| Admin fee / account holder | $100 | $912-89.0% | $6,149-98.4% | $430-76.8% |