Filed January 1, 2012 (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 4-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 |
|---|---|---|
DANIEL DENNIS & COMPANY LLP2+ years Service code 10 · EIN 04-2734675 | Accounting | $7,140 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,964 | $36,916+29.9% | $156,549-69.4% | $57,658-16.8% |
| Participation rate | 86.6% | 63.4%+23.2pp | 84.0%+2.6pp | 70.2%+16.4pp |
| Annual return | 4.82% | 12.38%-7.6pp | 32.23%-27.4pp | 5.13%-0.3pp |
| Employer contribution / active EE | $1,263 | $1,571-19.6% | $5,501-77.0% | $1,974-36.0% |
| Participant deferral / active EE | $831 | $1,926-56.9% | $4,871-82.9% | $3,061-72.9% |
| Admin fee / account holder | $23 | $82-72.4% | $13,027-99.8% | $95-76.0% |