Filed May 2, 2007 (most recent of 4 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 |
|---|---|---|
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $42,594 |
BLUM SHAPIRO1 year Filed as: BLUM SHAPIRO & COMPANY, P.C. Service code 10 · EIN 06-1009205 | Accounting | $11,070 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,443 |
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 | $111,966 | $69,305+61.6% | $82,313+36.0% | $69,631+60.8% |
| Participation rate | 89.9% | 80.3%+9.6pp | 76.9%+13.0pp | 70.7%+19.2pp |
| Annual return | 16.17% | 21.47%-5.3pp | 25.88%-9.7pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,282 | $1,887-32.0% | $2,428-47.2% | $2,032-36.9% |
| Participant deferral / active EE | $5,640 | $3,568+58.1% | $3,706+52.2% | $3,224+75.0% |
| Admin fee / account holder | $146 | $97+50.3% | $5,608-97.4% | $110+32.3% |