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 LLP6+ years Service code 10 · EIN 26-1726741 | Accounting | $9,360 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,250 |
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 | $133,425 | $113,699+17.3% | $70,449+89.4% | $93,223+43.1% |
| Participation rate | 95.2% | 77.8%+17.4pp | 75.1%+20.1pp | 74.9%+20.3pp |
| Annual return | 16.52% | 14.93%+1.6pp | 109.03%-92.5pp | 19.29%-2.8pp |
| Employer contribution / active EE | $0 | $3,991-100.0% | $2,737-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $10,443 | $4,485+132.8% | $3,709+181.6% | $4,563+128.9% |
| Admin fee / account holder | $1 | $40-96.7% | $3,845-100.0% | $79-98.3% |