Filed September 11, 2007
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 |
|---|---|---|
BROSNAHAN, JOHN1 year Service code 99 11350 RANDOM HILLS RD, STE 800 · FAIRFAX, VA 22030 | Other Fees | $15,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,203 | $58,208+42.9% | $81,812+1.7% | $80,856+2.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.61% | 41.66%-28.0pp | 773.79%-760.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $5,927 | $2,340+153.3% | $2,912+103.5% | $2,755+115.1% |
| Participant deferral / active EE | $8,145 | $3,281+148.3% | $4,319+88.6% | $4,296+89.6% |
| Admin fee / account holder | $0 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |