Filed January 20, 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Claims processing; Sha... | $94,132 |
MITCHELL & TITUS, LLP1 year Service code 10 · EIN 13-2781641 | Accounting | $34,000 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,998 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $190,412 | $88,515+115.1% | $162,163+17.4% | $67,579+181.8% |
| Participation rate | 90.0% | 86.8%+3.2pp | 87.6%+2.4pp | 71.3%+18.7pp |
| Annual return | 21.51% | 27.04%-5.5pp | 115.59%-94.1pp | 378.56%-357.0pp |
| Employer contribution / active EE | $3,016 | $3,563-15.4% | $5,614-46.3% | $2,148+40.4% |
| Participant deferral / active EE | $13,150 | $5,724+129.7% | $7,298+80.2% | $3,539+271.5% |
| Admin fee / account holder | $186 | $124+50.6% | $10,843-98.3% | $142+30.9% |