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 ADVISORS2+ years Service code 37 · EIN 20-4668732 | Loan Processing | $55,000 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $12,000 |
DAVID ROMANO2+ years Filed as: DAVID K. CARBONI DBA DKC RET ASSOC Service code 37 · EIN 06-1466133 | Loan Processing | $12,000 |
Filed as: LINCOLN - PENFACTS Service code 13 · EIN 35-1140070 | Contract Administrator | $1,094 |
Filed as: FIDELITY INV INST OPER COMP, INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$24,742 |
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 | $183,496 | $92,091+99.3% | $62,995+191.3% | $77,958+135.4% |
| Participation rate | 91.2% | 74.5%+16.8pp | 74.8%+16.4pp | 71.6%+19.6pp |
| Annual return | 16.11% | 16.23%-0.1pp | 87.57%-71.5pp | 20.87%-4.8pp |
| Employer contribution / active EE | $5,570 | $3,424+62.7% | $2,759+101.9% | $2,310+141.1% |
| Participant deferral / active EE | $5,510 | $3,361+64.0% | $3,329+65.5% | $3,537+55.8% |
| Admin fee / account holder | $27 | $48-44.6% | $3,600-99.3% | $97-72.8% |