Filed April 8, 2008
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 |
|---|---|---|
JUMP PERRY & CO LLP1 year Service code 10 · EIN 22-2264838 | Accounting | $10,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $5,370 |
Filed as: SIGNATOR INVESTORS INC Service code 33 · EIN 04-3283827 | Securities brokerage commissions and ... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,850 | $155,795-73.8% | $136,294-70.0% | $69,631-41.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 17.48% | 232464.33%-232446.9pp | 5155.94%-5138.5pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $553 | $2,991-81.5% | $4,695-88.2% | $2,032-72.8% |
| Participant deferral / active EE | $6,007 | $5,394+11.4% | $6,247-3.8% | $3,224+86.4% |
| Admin fee / account holder | $45 | $128-64.8% | $9,243-99.5% | $110-59.1% |