Filed April 11, 2011 (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 |
|---|---|---|
PICKETT, CHANEY & MCMULLEN LLP10+ years Service code 10 · EIN 48-1246310 | Accounting | $15,600 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,486 | $103,282+11.8% | $81,382+41.9% | $99,062+16.6% |
| Participation rate | 70.2% | 73.2%-3.0pp | 69.5%+0.7pp | 71.6%-1.4pp |
| Annual return | 16.60% | 15.11%+1.5pp | 24.73%-8.1pp | 17.66%-1.1pp |
| Employer contribution / active EE | $3,472 | $3,061+13.4% | $2,463+41.0% | $3,262+6.4% |
| Participant deferral / active EE | $4,321 | $4,549-5.0% | $3,883+11.3% | $5,331-19.0% |
| Admin fee / account holder | $57 | $78-27.8% | $5,768-99.0% | $109-48.0% |