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 |
|---|---|---|
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $13,500 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $8,785 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $104,693 | $30,599+242.1% | $74,583+40.4% | $57,658+81.6% |
| Participation rate | 97.4% | 49.1%+48.2pp | 68.1%+29.3pp | 70.2%+27.1pp |
| Annual return | 12.38% | 14.24%-1.9pp | 20.47%-8.1pp | 5.13%+7.2pp |
| Employer contribution / active EE | $5,550 | $1,000+455.1% | $2,525+119.8% | $1,974+181.2% |
| Participant deferral / active EE | $7,069 | $1,805+291.6% | $3,458+104.4% | $3,061+131.0% |
| Admin fee / account holder | $88 | $98-10.6% | $4,138-97.9% | $95-7.3% |