Filed November 9, 2005 (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 15 · EIN 30-0219031 | Recordkeeping | $31,491 |
HAWKINS ASH CPAS3 years Service code 10 626 SOUTH 8TH STREET · MEDFORD, WI 54451 | Accounting | $8,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,567 | $125,758-12.9% | $169,993-35.5% | $75,163+45.8% |
| Participation rate | 98.9% | 83.6%+15.3pp | 87.0%+11.9pp | 67.2%+31.7pp |
| Annual return | 18.21% | 27.20%-9.0pp | 53.37%-35.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $3,509 | $4,615-24.0% | $6,785-48.3% | $2,670+31.4% |
| Participant deferral / active EE | $6,487 | $6,837-5.1% | $10,408-37.7% | $4,125+57.3% |
| Admin fee / account holder | $298 | $8,173-96.4% | $12,815-97.7% | $5,651-94.7% |