Filed April 9, 2009 (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 |
|---|---|---|
Filed as: NEARMAN, MAYNARD, VALLEZ CPAS Service code 10 · EIN 59-1906466 | Accounting | $7,300 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,610 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,851 | $89,739-43.3% | $149,718-66.0% | $62,292-18.4% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.89% | 21.01%-6.1pp | 1501.63%-1486.7pp | 28.90%-14.0pp |
| Employer contribution / active EE | $4,915 | $3,233+52.0% | $5,445-9.7% | $2,042+140.7% |
| Participant deferral / active EE | $2,617 | $4,797-45.5% | $6,569-60.2% | $3,169-17.4% |
| Admin fee / account holder | $61 | $551-88.9% | $11,283-99.5% | $479-87.2% |