Filed April 2, 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 |
|---|---|---|
Filed as: CLARK SHAEFFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,853 |
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 | $205,392 | $155,795+31.8% | $136,294+50.7% | $69,631+195.0% |
| Participation rate | 89.0% | 75.2%+13.7pp | 81.9%+7.1pp | 70.7%+18.3pp |
| Annual return | 21.68% | 232464.33%-232442.7pp | 5155.94%-5134.3pp | 27571.02%-27549.3pp |
| Employer contribution / active EE | $2,417 | $2,991-19.2% | $4,695-48.5% | $2,032+19.0% |
| Participant deferral / active EE | $8,504 | $5,394+57.7% | $6,247+36.1% | $3,224+163.8% |
| Admin fee / account holder | $20 | $128-84.2% | $9,243-99.8% | $110-81.6% |