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 | $15,920 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $3,100 |
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 | $122,645 | $204,517-40.0% | $69,455+76.6% | $77,787+57.7% |
| Participation rate | 91.7% | 74.6%+17.1pp | 74.6%+17.1pp | 73.2%+18.5pp |
| Annual return | 23.34% | 22.10%+1.2pp | 28.97%-5.6pp | 32.57%-9.2pp |
| Employer contribution / active EE | $0 | $3,548-100.0% | $2,779-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $9,975 | $3,478+186.8% | $3,535+182.1% | $3,967+151.4% |
| Admin fee / account holder | $3 | $101-97.4% | $3,839-99.9% | $100-97.4% |