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 6-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 |
|---|---|---|
Service code 12 | Recordkeeping fees; Participant loan ... | $1,213 |
KAYE CAPITAL MANAGEMENT1 year Service code 16 · EIN 47-0907014 | Consulting | $0 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
RSM US LLP1 year Filed as: RMS US LLP Service code 10 · EIN 42-0714325 | Accounting | $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 | $35,564 | $36,767-3.3% | $81,478-56.4% | $62,292-42.9% |
| Participation rate | 100.0% | 54.4%+45.6pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 14.86% | 173.80%-158.9pp | 38.78%-23.9pp | 28.90%-14.0pp |
| Employer contribution / active EE | $873 | $1,128-22.6% | $2,568-66.0% | $2,042-57.2% |
| Participant deferral / active EE | $1,107 | $2,111-47.5% | $3,537-68.7% | $3,169-65.1% |
| Admin fee / account holder | $53 | $797-93.3% | $4,561-98.8% | $479-88.9% |