Filed March 13, 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 |
|---|---|---|
ZOOK DINON PA1+ years Service code 10 · EIN 22-2746484 | Accounting | $7,000 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,125 |
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 | $143,362 | $30,979+362.8% | $67,711+111.7% | $59,188+142.2% |
| Participation rate | 99.3% | 40.5%+58.8pp | 67.5%+31.8pp | 69.4%+29.9pp |
| Annual return | 2.20% | -1.74%+3.9pp | 25.41%-23.2pp | 5.51%-3.3pp |
| Employer contribution / active EE | $6,960 | $807+761.9% | $2,559+171.9% | $2,098+231.7% |
| Participant deferral / active EE | $0 | $1,603-100.0% | $3,585-100.0% | $3,265-100.0% |
| Admin fee / account holder | $4 | $81-95.0% | $4,255-99.9% | $92-95.6% |