Filed June 28, 2006
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 |
|---|---|---|
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $8,500 |
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $6,200 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $5,943 |
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 | $44,118 | $48,277-8.6% | $63,517-30.5% | $55,191-20.1% |
| Participation rate | 89.3% | 69.4%+19.9pp | 71.0%+18.2pp | 69.2%+20.1pp |
| Annual return | -0.89% | 2.37%-3.3pp | -70.30%+69.4pp | 10.78%-11.7pp |
| Employer contribution / active EE | $331 | $1,592-79.2% | $2,322-85.7% | $1,899-82.6% |
| Participant deferral / active EE | $2,927 | $2,432+20.3% | $2,953-0.9% | $3,046-3.9% |
| Admin fee / account holder | $21 | $86-75.8% | $5,892-99.6% | $91-77.1% |