Filed May 29, 2008 (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 |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT INVEST CONSULT Service code 10 · EIN 36-3109431 | Accounting | $115,000 |
WITHUMSMITH+BROWN, PC1+ years Filed as: RUBIN BROWN LLC Service code 64 · EIN 43-0765316 | Recordkeeping Fees | $18,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,412 |
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 | $108,864 | $82,422+32.1% | $67,652+60.9% | $67,505+61.3% |
| Participation rate | 78.7% | 84.2%-5.5pp | 75.7%+3.0pp | 71.2%+7.5pp |
| Annual return | -0.03% | 12.72%-12.7pp | 6625.04%-6625.1pp | 6.52%-6.6pp |
| Employer contribution / active EE | $3,407 | $2,879+18.3% | $2,266+50.4% | $2,173+56.8% |
| Participant deferral / active EE | $7,105 | $5,020+41.5% | $3,560+99.6% | $3,597+97.5% |
| Admin fee / account holder | $98 | $53+84.3% | $4,821-98.0% | $56+74.6% |