Filed November 7, 2008
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 70 · EIN 20-4751585 | Consulting Fees | $44,000 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER, TUNICK & CO, LLP Service code 10 · EIN 13-1578842 | Accounting | $13,471 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO, LLP Service code 10 · EIN 16-1131146 | Accounting | $8,400 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$117,300 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $330,971 | $46,100+617.9% | $86,590+282.2% | $69,631+375.3% |
| Participation rate | 97.3% | 67.2%+30.1pp | 73.5%+23.7pp | 70.7%+26.6pp |
| Annual return | 18.47% | 21.02%-2.5pp | 964.84%-946.4pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $9,094 | $1,850+391.6% | $2,839+220.3% | $2,032+347.5% |
| Participant deferral / active EE | $11,270 | $2,432+363.5% | $3,609+212.3% | $3,224+249.6% |
| Admin fee / account holder | $133 | $94+41.6% | $4,906-97.3% | $110+20.3% |