Filed February 5, 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 9-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 |
|---|---|---|
Filed as: NELSON,MULLINS,RILEY & SCARBOROUGH Service code 16 · EIN 57-0215445 | Consulting | $35,856 |
Filed as: FIONDELLA, MILONE & LASARACINA Service code 10 · EIN 06-1648707 | Accounting | $30,795 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,136 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,306 | $88,730+34.5% | $82,313+44.9% | $77,958+53.0% |
| Participation rate | 96.9% | 84.5%+12.3pp | 76.9%+20.0pp | 71.6%+25.2pp |
| Annual return | 19.96% | 20.88%-0.9pp | 25.88%-5.9pp | 20.87%-0.9pp |
| Employer contribution / active EE | $4,261 | $2,758+54.5% | $2,428+75.5% | $2,310+84.4% |
| Participant deferral / active EE | $5,555 | $4,634+19.9% | $3,706+49.9% | $3,537+57.1% |
| Admin fee / account holder | $14 | $74-81.6% | $5,608-99.8% | $97-86.0% |