Filed October 8, 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 |
|---|---|---|
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $25,586 |
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 | $76,502 | $72,770+5.1% | $67,652+13.1% | $55,191+38.6% |
| Participation rate | 78.1% | 78.8%-0.7pp | 75.7%+2.4pp | 69.2%+8.9pp |
| Annual return | 3.97% | -3.26%+7.2pp | 6625.04%-6621.1pp | 10.78%-6.8pp |
| Employer contribution / active EE | $986 | $1,769-44.3% | $2,266-56.5% | $1,899-48.1% |
| Participant deferral / active EE | $3,046 | $3,408-10.6% | $3,560-14.4% | $3,0460% |
| Admin fee / account holder | $78 | $79-0.8% | $4,821-98.4% | $91-13.9% |