Filed November 20, 2007
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 37 · EIN 04-2647786 | Loan Processing | $147,749 |
BONADIO & CO., LLP2 years Service code 10 · EIN 16-1131146 | Accounting | $17,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,491 | $128,899-16.6% | $113,168-5.0% | $102,872+4.5% |
| Participation rate | 96.0% | 87.0%+9.0pp | 76.6%+19.4pp | 73.0%+23.0pp |
| Annual return | 17.52% | 15.88%+1.6pp | 24.27%-6.8pp | 19.06%-1.5pp |
| Employer contribution / active EE | $4,181 | $3,713+12.6% | $2,975+40.5% | $3,526+18.6% |
| Participant deferral / active EE | $6,485 | $6,787-4.5% | $5,107+27.0% | $5,535+17.2% |
| Admin fee / account holder | $70 | $129-45.9% | $12,068-99.4% | $292-76.1% |