Filed October 26, 2001
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 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $17,780 |
KING SHORES & PRESTON CPAS LLC1+ years Filed as: KING, SHORES & PRESTON CPAS Service code 10 · EIN 54-1643141 2707 BRAMBLETON AVE SW · ROANOKE, VA 24015 | Accounting | $10,336 |
HEALTH & WELFARE BENEFIT SYSTEMS1+ years Service code 13 · EIN 54-1583286 PO BOX 21109 · ROANOKE, VA 24018 | Contract Administrator | $7,465 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $4,295 | $45,438-90.5% | $80,004-94.6% | $59,632-92.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 73.0%+27.0pp | 68.7%+31.3pp |
| Annual return | -4.76% | 5.10%-9.9pp | 7.63%-12.4pp | 2041.28%-2046.0pp |
| Employer contribution / active EE | $2,600 | $1,236+110.4% | $2,473+5.1% | $2,203+18.0% |
| Participant deferral / active EE | $0 | $2,231-100.0% | $3,204-100.0% | $3,192-100.0% |
| Admin fee / account holder | $166 | $3,464-95.2% | $5,033-96.7% | $4,297-96.1% |