Filed January 6, 2006
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 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $89,831 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $44,500 |
Service code 27 · EIN 84-1305000 | Advisory (Plan) | $24,750 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,463 | $83,884+94.9% | $64,056+155.2% | $74,419+119.7% |
| Participation rate | 78.2% | 76.6%+1.6pp | 72.3%+5.9pp | 70.7%+7.5pp |
| Annual return | 14.48% | 16.57%-2.1pp | 33.69%-19.2pp | 34.38%-19.9pp |
| Employer contribution / active EE | $3,660 | $3,084+18.7% | $2,747+33.2% | $2,637+38.8% |
| Participant deferral / active EE | $6,141 | $3,692+66.4% | $3,880+58.3% | $4,528+35.6% |
| Admin fee / account holder | $114 | $196-42.0% | $3,068-96.3% | $348-67.3% |