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 PC4 years Filed as: FREED MAXICK Service code 99 · EIN 16-0960470 | Other Fees | $34,800 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $16,149 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,681 | $56,485+129.6% | $185,823-30.2% | $86,799+49.4% |
| Participation rate | 90.1% | 65.5%+24.6pp | 81.7%+8.4pp | 72.3%+17.8pp |
| Annual return | 16.41% | 118.04%-101.6pp | 122.05%-105.6pp | 97.91%-81.5pp |
| Employer contribution / active EE | $2,662 | $1,843+44.5% | $5,167-48.5% | $2,405+10.7% |
| Participant deferral / active EE | $7,028 | $2,553+175.3% | $5,568+26.2% | $4,131+70.1% |
| Admin fee / account holder | $43 | $150-71.2% | $16,237-99.7% | $170-74.6% |