Filed November 22, 2010
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 37 · EIN 04-2647786 | Loan Processing | $7,320 |
SIKICH LLP1 year Filed as: SIKICH Service code 10 · EIN 36-3168081 | Accounting | $6,000 |
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 | $49,128 | $89,652-45.2% | $141,162-65.2% | $65,185-24.6% |
| Participation rate | 76.2% | 74.7%+1.5pp | 82.5%-6.3pp | 70.2%+6.0pp |
| Annual return | 32.81% | 32.79%0pp | 71.39%-38.6pp | 29.38%+3.4pp |
| Employer contribution / active EE | $2,682 | $3,065-12.5% | $4,735-43.4% | $2,177+23.2% |
| Participant deferral / active EE | $9,103 | $5,691+60.0% | $6,709+35.7% | $3,514+159.1% |
| Admin fee / account holder | $91 | $569-83.9% | $10,261-99.1% | $847-89.2% |