Filed January 23, 2006 (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 |
|---|---|---|
FREED MAXICK CPAS PC1 year Filed as: FREED MAXICK Service code 99 · EIN 45-4051133 | Other Fees | $6,972 |
Service code 99 · EIN 71-0294708 | Other Fees | $400 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,103 | $37,196+126.1% | $154,107-45.4% | $55,725+50.9% |
| Participation rate | 81.3% | 64.1%+17.2pp | 83.0%-1.8pp | 70.9%+10.4pp |
| Annual return | -4.69% | 1319.68%-1324.4pp | 735.12%-739.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,002 | $1,614+24.0% | $5,298-62.2% | $2,078-3.7% |
| Participant deferral / active EE | $4,835 | $2,068+133.8% | $5,081-4.8% | $3,356+44.1% |
| Admin fee / account holder | $1 | $102-99.5% | $13,411-100.0% | $115-99.6% |