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., LLP2 years Service code 10 · EIN 16-1131146 | Accounting | $8,900 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$169,525 |
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 | $410,212 | $52,670+678.8% | $90,404+353.8% | $73,409+458.8% |
| Participation rate | 96.0% | 67.7%+28.3pp | 72.7%+23.3pp | 72.2%+23.8pp |
| Annual return | 17.13% | 20.70%-3.6pp | 1293.02%-1275.9pp | 59.29%-42.2pp |
| Employer contribution / active EE | $6,074 | $1,872+224.5% | $3,262+86.2% | $2,234+171.9% |
| Participant deferral / active EE | $11,008 | $2,807+292.2% | $3,963+177.8% | $3,805+189.3% |
| Admin fee / account holder | $93 | $117-20.5% | $5,611-98.3% | $158-41.2% |