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 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $8,250 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$143,692 |
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 | $314,455 | $43,999+614.7% | $79,464+295.7% | $55,725+464.3% |
| Participation rate | 96.4% | 66.9%+29.5pp | 73.3%+23.0pp | 70.9%+25.5pp |
| Annual return | -5.39% | 1.81%-7.2pp | 718.14%-723.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $8,851 | $1,830+383.8% | $2,800+216.0% | $2,078+325.9% |
| Participant deferral / active EE | $11,408 | $2,538+349.4% | $3,704+208.0% | $3,356+240.0% |
| Admin fee / account holder | $113 | $118-4.0% | $5,113-97.8% | $115-2.0% |