Filed July 30, 2006 (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 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 |
|---|---|---|
BKD, LLP2+ years Filed as: BKD,LLP Service code 10 · EIN 44-0160260 | Accounting | $14,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | $150 |
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 | $101,483 | $50,106+102.5% | $70,014+44.9% | $57,658+76.0% |
| Participation rate | 99.3% | 70.9%+28.5pp | 71.8%+27.5pp | 70.2%+29.1pp |
| Annual return | 7.12% | 14.58%-7.5pp | 12.99%-5.9pp | 5.13%+2.0pp |
| Employer contribution / active EE | $4,285 | $1,739+146.3% | $2,338+83.2% | $1,974+117.1% |
| Participant deferral / active EE | $6,801 | $2,486+173.6% | $2,931+132.0% | $3,061+122.2% |
| Admin fee / account holder | $36 | $89-60.2% | $4,380-99.2% | $95-62.4% |