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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $52,620 |
PICKETT, CHANEY & MCMULLEN LLP1+ years Service code 99 · EIN 48-1246310 | Other Fees | $9,950 |
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 | $79,068 | $54,890+44.0% | $63,517+24.5% | $59,188+33.6% |
| Participation rate | 92.0% | 75.6%+16.4pp | 71.0%+21.0pp | 69.4%+22.6pp |
| Annual return | 3.18% | 4.56%-1.4pp | -70.30%+73.5pp | 5.51%-2.3pp |
| Employer contribution / active EE | $3,708 | $1,831+102.5% | $2,322+59.7% | $2,098+76.7% |
| Participant deferral / active EE | $3,990 | $2,803+42.4% | $2,953+35.1% | $3,265+22.2% |
| Admin fee / account holder | $12 | $66-82.6% | $5,892-99.8% | $92-87.5% |