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 |
|---|---|---|
GROOM LAW GROUP3 years Filed as: GROOM LAW GROUP, CHARTERED Service code 28 · EIN 52-1219029 | Investment Management | $96,049 |
CHAO & COMPANY, LTD2 years Service code 28 · EIN 52-1804602 | Investment Management | $79,000 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $28,899 |
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 | $135,758 | $54,237+150.3% | $90,281+50.4% | $67,579+100.9% |
| Participation rate | 97.8% | 68.6%+29.2pp | 73.3%+24.5pp | 71.3%+26.5pp |
| Annual return | 17.70% | 37.27%-19.6pp | 78.10%-60.4pp | 378.56%-360.9pp |
| Employer contribution / active EE | $8,220 | $1,846+345.3% | $2,854+188.0% | $2,148+282.7% |
| Participant deferral / active EE | $5,261 | $2,625+100.4% | $3,885+35.4% | $3,539+48.6% |
| Admin fee / account holder | $157 | $123+26.9% | $5,351-97.1% | $142+10.0% |