Filed February 13, 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 |
|---|---|---|
CHIMENTO AND WEBB PC1 year Filed as: CHIMENTO & WEBB, P.C. Service code 29 · EIN 47-1507939 | Legal | $50,781 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $33,075 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $18,750 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,271 |
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 | $125,277 | $79,124+58.3% | $60,874+105.8% | $64,808+93.3% |
| Participation rate | 95.8% | 77.7%+18.1pp | 73.1%+22.7pp | 71.5%+24.3pp |
| Annual return | -11.71% | -7.13%-4.6pp | 16.90%-28.6pp | 32.82%-44.5pp |
| Employer contribution / active EE | $7,905 | $3,050+159.2% | $2,701+192.6% | $2,506+215.5% |
| Participant deferral / active EE | $6,665 | $3,725+78.9% | $3,817+74.6% | $4,310+54.6% |
| Admin fee / account holder | $119 | $106+12.2% | $3,224-96.3% | $188-36.9% |