Filed July 20, 2010 (most recent of 2 filings on file)
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 |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Service code 37 · EIN 20-4668732 40 WALL STREET · NEW YORK, NY 10005 | Loan Processing | $55,000 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $13,000 |
DAVID ROMANO1+ years Filed as: DAVID K. CARBONI DBA DKC RET ASSOC Service code 37 · EIN 06-1466133 66 SPRING GLEN TERRACE · HAMDEN, CT 06517 | Loan Processing | $12,750 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 200 SEAPORT BOULEVARD · BOSTON, MA 02210 | Loan Processing | -$19,662 |
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 | $161,922 | $85,199+90.1% | $57,179+183.2% | $63,975+153.1% |
| Participation rate | 91.7% | 74.0%+17.7pp | 75.3%+16.3pp | 71.1%+20.6pp |
| Annual return | 6.87% | 10.43%-3.6pp | 14.59%-7.7pp | 48.65%-41.8pp |
| Employer contribution / active EE | $5,925 | $3,446+71.9% | $2,682+120.9% | $2,182+171.6% |
| Participant deferral / active EE | $5,477 | $3,109+76.2% | $3,096+76.9% | $3,356+63.2% |
| Admin fee / account holder | $30 | $39-22.4% | $3,139-99.0% | $70-57.4% |