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 MANAGEMENT1 year Service code 10 · EIN 47-0907014 | Accounting | $46,207 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $14,900 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $13,505 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $113,396 | $31,424+260.9% | $81,478+39.2% | $69,631+62.9% |
| Participation rate | 97.2% | 50.8%+46.4pp | 68.0%+29.2pp | 70.7%+26.5pp |
| Annual return | 16.13% | 22.44%-6.3pp | 38.78%-22.7pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $5,701 | $1,029+454.0% | $2,568+122.0% | $2,032+180.5% |
| Participant deferral / active EE | $7,141 | $1,838+288.5% | $3,537+101.9% | $3,224+121.5% |
| Admin fee / account holder | $104 | $103+1.3% | $4,561-97.7% | $110-5.9% |