Filed July 30, 2007 (most recent of 2 filings on file)
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 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $92,700 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $21,945 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,848 | $47,722+14.9% | $82,719-33.7% | $64,808-15.4% |
| Participation rate | 100.0% | 67.6%+32.4pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -12.74% | -13.05%+0.3pp | 701.18%-713.9pp | 32.82%-45.6pp |
| Employer contribution / active EE | $3,590 | $2,179+64.7% | $3,009+19.3% | $2,506+43.3% |
| Participant deferral / active EE | $8,125 | $3,329+144.0% | $4,395+84.9% | $4,310+88.5% |
| Admin fee / account holder | $203 | $143+42.2% | $5,329-96.2% | $188+8.2% |