Filed January 6, 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 |
|---|---|---|
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $23,100 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,877 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,706 | $86,929-12.9% | $102,423-26.1% | $80,856-6.4% |
| Participation rate | 85.4% | 72.4%+13.0pp | 76.5%+8.9pp | 67.6%+17.8pp |
| Annual return | 11.23% | 18.88%-7.7pp | 29.32%-18.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,806 | $2,369-23.8% | $3,023-40.2% | $2,755-34.4% |
| Participant deferral / active EE | $3,773 | $4,118-8.4% | $5,053-25.3% | $4,296-12.2% |
| Admin fee / account holder | $150 | $8,049-98.1% | $9,451-98.4% | $6,918-97.8% |