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 |
|---|---|---|
Service code 34 · EIN 36-4799908 | Valuation (appraisals, etc.) | $85,000 |
ZOOK DINON PA3+ years Service code 10 · EIN 22-2746484 | Accounting | $12,460 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,408 |
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 | $157,612 | $43,717+260.5% | $81,478+93.4% | $77,958+102.2% |
| Participation rate | 83.4% | 42.5%+40.9pp | 68.0%+15.5pp | 71.6%+11.8pp |
| Annual return | 27.38% | 23.83%+3.6pp | 38.78%-11.4pp | 20.87%+6.5pp |
| Employer contribution / active EE | $6,651 | $919+624.0% | $2,568+159.0% | $2,310+187.9% |
| Participant deferral / active EE | $0 | $1,783-100.0% | $3,537-100.0% | $3,537-100.0% |
| Admin fee / account holder | $41 | $108-62.0% | $4,561-99.1% | $97-57.9% |