Filed April 28, 2007
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 8-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 |
|---|---|---|
Filed as: HORIZON Service code 24 · EIN 35-2000656 | Discretionary Trustee | $14,000 |
MAYER HOFFMAN MCCANN P.C.7+ years Service code 10 · EIN 43-1947695 | Accounting | $12,364 |
STERN BROTHERS7+ years Service code 34 · EIN 23-4567891 | Direct payment from the plan; Valuati... | $7,992 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,598 | $104,475-53.5% | $159,436-69.5% | $79,386-38.8% |
| Participation rate | 97.5% | 76.6%+20.9pp | 82.8%+14.7pp | 70.7%+26.8pp |
| Annual return | -7.40% | 67.95%-75.3pp | 263.57%-271.0pp | 116.85%-124.2pp |
| Employer contribution / active EE | $6,837 | $3,417+100.1% | $4,829+41.6% | $2,427+181.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $206 | $711-71.1% | $10,799-98.1% | $626-67.2% |