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 |
|---|---|---|
BDO USA, LLP1 year Filed as: BDO USA, P.A. Service code 10 · EIN 13-5381590 | Accounting | $32,883 |
MORGAN LEWIS1 year Service code 29 · EIN 23-0891050 | Legal | $12,279 |
Filed as: PRUDENTIAL RET. INS. & ANNUITY CO Service code 15 · EIN 06-1050034 | Recordkeeping | $3,650 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,263 | $72,482+12.1% | $129,110-37.1% | $64,808+25.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 77.3%+22.7pp | 71.5%+28.5pp |
| Annual return | -13.81% | -9.08%-4.7pp | -10.94%-2.9pp | 32.82%-46.6pp |
| Employer contribution / active EE | $3,299 | $4,247-22.3% | $5,052-34.7% | $2,506+31.7% |
| Participant deferral / active EE | $5,589 | $5,679-1.6% | $6,542-14.6% | $4,310+29.7% |
| Admin fee / account holder | $67 | $144-53.8% | $14,302-99.5% | $188-64.5% |