Filed February 21, 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 LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $10,945 |
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 | $98,972 | $52,467+88.6% | $57,179+73.1% | $55,167+79.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 6.90% | 7.72%-0.8pp | 14.59%-7.7pp | 169.23%-162.3pp |
| Employer contribution / active EE | $4,192 | $2,477+69.2% | $2,682+56.3% | $1,963+113.6% |
| Participant deferral / active EE | $4,726 | $2,830+67.0% | $3,096+52.7% | $3,054+54.8% |
| Admin fee / account holder | $33 | $269-87.7% | $3,139-98.9% | $504-93.4% |