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 |
|---|---|---|
Service code 29 · EIN 57-0215445 | Legal | $47,646 |
Filed as: FIONDELLA, MILONE & LASARACINA Service code 10 · EIN 06-1648707 | Accounting | $31,743 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,642 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,021 | $78,852+31.9% | $76,768+35.5% | $75,289+38.2% |
| Participation rate | 96.5% | 85.0%+11.5pp | 77.0%+19.5pp | 72.4%+24.1pp |
| Annual return | -6.55% | -1.29%-5.3pp | 2.43%-9.0pp | -0.04%-6.5pp |
| Employer contribution / active EE | $4,849 | $2,794+73.5% | $2,485+95.1% | $2,405+101.6% |
| Participant deferral / active EE | $5,835 | $4,800+21.6% | $3,852+51.5% | $3,739+56.1% |
| Admin fee / account holder | $19 | $79-75.5% | $6,675-99.7% | $102-81.1% |