Filed September 7, 2006 (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 |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $7,488 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,629 |
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 | $172,711 | $87,841+96.6% | $133,980+28.9% | $62,891+174.6% |
| Participation rate | 76.0% | 83.4%-7.3pp | 87.1%-11.0pp | 69.3%+6.7pp |
| Annual return | 5.96% | 12.05%-6.1pp | 29.30%-23.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $3,216 | $3,483-7.7% | $5,211-38.3% | $2,281+41.0% |
| Participant deferral / active EE | $3,148 | $4,812-34.6% | $6,282-49.9% | $3,203-1.7% |
| Admin fee / account holder | $170 | $5,371-96.8% | $9,324-98.2% | $4,296-96.1% |