Filed March 17, 2011
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 |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.3+ years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $19,375 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $12,500 |
JACKSON LEWIS P.C.2 years Service code 29 · EIN 46-3862389 | Legal | $8,903 |
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 | $119,274 | $74,552+60.0% | $62,995+89.3% | $69,631+71.3% |
| Participation rate | 97.0% | 78.3%+18.7pp | 74.8%+22.2pp | 70.7%+26.3pp |
| Annual return | 14.01% | 15.77%-1.8pp | 87.57%-73.6pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $5,079 | $2,929+73.4% | $2,759+84.1% | $2,032+149.9% |
| Participant deferral / active EE | $4,980 | $2,974+67.4% | $3,329+49.6% | $3,224+54.5% |
| Admin fee / account holder | $26 | $59-55.9% | $3,600-99.3% | $110-76.3% |