Filed November 26, 2007 (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 |
|---|---|---|
BCA WATSON RICE LLP5+ years Service code 10 · EIN 26-1726741 | Accounting | $30,710 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,000 |
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 | $177,794 | $204,517-13.1% | $69,455+156.0% | $77,787+128.6% |
| Participation rate | 91.3% | 74.6%+16.7pp | 74.6%+16.7pp | 73.2%+18.1pp |
| Annual return | 18.72% | 22.10%-3.4pp | 28.97%-10.2pp | 32.57%-13.9pp |
| Employer contribution / active EE | $14,790 | $3,548+316.9% | $2,779+432.2% | $2,504+490.5% |
| Participant deferral / active EE | $0 | $3,478-100.0% | $3,535-100.0% | $3,967-100.0% |
| Admin fee / account holder | $4 | $101-95.9% | $3,839-99.9% | $100-95.9% |