Filed June 25, 2007
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 |
|---|---|---|
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $10,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,547 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,444 | $72,254+34.9% | $86,677+12.4% | $64,808+50.4% |
| Participation rate | 62.9% | 80.4%-17.5pp | 76.6%-13.7pp | 71.5%-8.6pp |
| Annual return | -16.84% | 392.42%-409.3pp | 35.91%-52.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $2,371 | $2,393-0.9% | $2,836-16.4% | $2,506-5.4% |
| Participant deferral / active EE | $4,858 | $4,658+4.3% | $4,656+4.4% | $4,310+12.7% |
| Admin fee / account holder | $45 | $174-73.9% | $7,493-99.4% | $188-75.9% |