Filed February 21, 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 |
|---|---|---|
HBK CPAS & CONSULTANTS1 year Filed as: HBK CPAS AND CONSULTANTS Service code 10 · EIN 34-1897225 | Accounting | $25,000 |
BUCK GLOBAL, LLC1 year Filed as: BUCK CONSULTANTS, LLC Service code 27 · EIN 13-3092377 | Advisory (Plan) | $20,000 |
NIXON PEABODY LLP3+ years Filed as: NIXON PEABODY Service code 29 · EIN 16-0764720 | Legal | $15,028 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,588 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$63,453 |
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 | $229,506 | $81,537+181.5% | $149,718+53.3% | $69,631+229.6% |
| Participation rate | 96.2% | 86.1%+10.0pp | 87.1%+9.1pp | 70.7%+25.5pp |
| Annual return | 19.14% | 22.79%-3.6pp | 1501.63%-1482.5pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $5,532 | $3,239+70.8% | $5,445+1.6% | $2,032+172.2% |
| Participant deferral / active EE | $10,761 | $4,994+115.5% | $6,569+63.8% | $3,224+233.8% |
| Admin fee / account holder | $4 | $107-96.2% | $11,283-100.0% | $110-96.4% |