Filed November 9, 2005
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 |
|---|---|---|
PLANPILOT, LLC6+ years Filed as: PLAN PILOT, LLC Service code 27 · EIN 45-4168388 | Advisory (Plan) | $30,000 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $13,800 |
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 | $149,089 | $84,948+75.5% | $70,449+111.6% | $73,409+103.1% |
| Participation rate | 99.0% | 79.9%+19.1pp | 75.1%+24.0pp | 72.2%+26.8pp |
| Annual return | 12.76% | 13.39%-0.6pp | 109.03%-96.3pp | 59.29%-46.5pp |
| Employer contribution / active EE | $3,186 | $2,834+12.4% | $2,737+16.4% | $2,234+42.6% |
| Participant deferral / active EE | $6,786 | $3,387+100.3% | $3,709+83.0% | $3,805+78.3% |
| Admin fee / account holder | $56 | $98-43.2% | $3,845-98.6% | $158-64.7% |