Filed July 18, 2006
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 |
|---|---|---|
KPMG LLP1+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $37,000 |
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 | $112,495 | $67,166+67.5% | $57,343+96.2% | $55,191+103.8% |
| Participation rate | 99.7% | 77.7%+22.0pp | 75.1%+24.6pp | 69.2%+30.5pp |
| Annual return | 18.30% | 4.22%+14.1pp | 24.39%-6.1pp | 10.78%+7.5pp |
| Employer contribution / active EE | $3,303 | $2,812+17.5% | $2,689+22.8% | $1,899+74.0% |
| Participant deferral / active EE | $4,541 | $2,835+60.2% | $3,162+43.6% | $3,046+49.1% |
| Admin fee / account holder | $29 | $44-34.4% | $3,356-99.1% | $91-68.5% |