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 LLP4+ years Service code 10 · EIN 48-1246310 | Accounting | $10,675 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$101,189 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,082 | $87,358-4.9% | $68,793+20.8% | $68,904+20.6% |
| Participation rate | 89.7% | 80.2%+9.5pp | 72.2%+17.5pp | 74.1%+15.6pp |
| Annual return | -4.26% | -3.98%-0.3pp | -4.63%+0.4pp | 1.07%-5.3pp |
| Employer contribution / active EE | $4,117 | $3,082+33.6% | $2,625+56.8% | $2,540+62.1% |
| Participant deferral / active EE | $4,354 | $4,259+2.2% | $3,311+31.5% | $4,015+8.4% |
| Admin fee / account holder | $14 | $68-79.4% | $5,131-99.7% | $71-80.4% |