Filed October 25, 1996
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 |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $35,000 |
CW ASSOCIATES4 years Filed as: CW ASSOCIATES, CPAS Service code 10 · EIN 26-1659234 | Accounting | $10,416 |
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 | $118,741 | $62,928+88.7% | $172,739-31.3% | $67,579+75.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 19.41% | 30.36%-10.9pp | 802.84%-783.4pp | 378.56%-359.1pp |
| Employer contribution / active EE | $2,403 | $1,636+46.9% | $5,143-53.3% | $2,148+11.9% |
| Participant deferral / active EE | $5,253 | $2,145+144.9% | $5,198+1.1% | $3,539+48.4% |
| Admin fee / account holder | $81 | $167-51.5% | $13,954-99.4% | $142-43.2% |