Filed January 23, 2009
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 |
|---|---|---|
Filed as: CARROLL CONSULTANTS ADVSORS, LTD Service code 27 · EIN 45-3943005 | Advisory (Plan) | $27,149 |
CARROLL CONSULTANTS, LTD1 year Service code 13 · EIN 23-2784936 | Contract Administrator | $5,000 |
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 | $139,486 | $57,976+140.6% | $62,995+121.4% | $62,292+123.9% |
| Participation rate | 95.9% | 75.9%+20.0pp | 74.8%+21.1pp | 69.5%+26.4pp |
| Annual return | 15.53% | 17.54%-2.0pp | 87.57%-72.0pp | 28.90%-13.4pp |
| Employer contribution / active EE | $6,965 | $2,415+188.5% | $2,759+152.5% | $2,042+241.1% |
| Participant deferral / active EE | $7,601 | $2,956+157.1% | $3,329+128.3% | $3,169+139.8% |
| Admin fee / account holder | $68 | $276-75.4% | $3,600-98.1% | $479-85.9% |