Filed November 16, 2005
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 |
|---|---|---|
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $20,886 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $15,341 |
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 | $130,977 | $46,100+184.1% | $86,590+51.3% | $69,631+88.1% |
| Participation rate | 85.1% | 67.2%+17.9pp | 73.5%+11.5pp | 70.7%+14.4pp |
| Annual return | 14.53% | 21.02%-6.5pp | 964.84%-950.3pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $7,576 | $1,850+309.6% | $2,839+166.8% | $2,032+272.8% |
| Participant deferral / active EE | $4,505 | $2,432+85.3% | $3,609+24.8% | $3,224+39.7% |
| Admin fee / account holder | $29 | $94-69.0% | $4,906-99.4% | $110-73.6% |