Filed July 27, 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.
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Unlock 10-year trajectory for $4.99 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: FOTI FLYNN LOWEN & CO. PC Service code 10 · EIN 20-8087076 | Accounting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,193 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,756 | $101,499+90.9% | $147,005+31.8% | $74,546+159.9% |
| Participation rate | 94.3% | 75.5%+18.8pp | 82.2%+12.2pp | 67.2%+27.1pp |
| Annual return | 20.57% | 8732.34%-8711.8pp | 418.76%-398.2pp | 1366.03%-1345.5pp |
| Employer contribution / active EE | $3,294 | $3,811-13.6% | $4,934-33.2% | $2,624+25.5% |
| Participant deferral / active EE | $8,586 | $7,304+17.5% | $8,070+6.4% | $4,347+97.5% |
| Admin fee / account holder | $84 | $1,748-95.2% | $13,006-99.4% | $1,944-95.7% |