Filed January 6, 1997 (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 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 |
|---|---|---|
ALVAREZ & MARSAL TAXAND, LLC2 years Service code 16 · EIN 20-1157630 | Consulting | $14,206 |
HOLLAND & KNIGHT5+ years Filed as: HOLLAND & HART LLP Service code 29 · EIN 84-0382505 | Legal | $6,052 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,364 | $72,658+17.5% | $127,761-33.2% | $67,579+26.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 79.0%+21.0pp | 71.3%+28.7pp |
| Annual return | 17.36% | 26.49%-9.1pp | 26.14%-8.8pp | 378.56%-361.2pp |
| Employer contribution / active EE | $2,297 | $3,988-42.4% | $4,574-49.8% | $2,148+7.0% |
| Participant deferral / active EE | $5,376 | $5,383-0.1% | $6,021-10.7% | $3,539+51.9% |
| Admin fee / account holder | $43 | $127-66.2% | $9,395-99.5% | $142-69.8% |