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.
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 |
|---|---|---|
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,756 | $101,317+91.2% | $146,958+31.8% | $74,495+160.1% |
| Participation rate | 94.3% | 75.5%+18.8pp | 82.2%+12.2pp | 67.2%+27.1pp |
| Annual return | 20.57% | 8730.91%-8710.3pp | 418.34%-397.8pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $3,294 | $3,810-13.5% | $4,933-33.2% | $2,623+25.6% |
| Participant deferral / active EE | $8,586 | $7,303+17.6% | $8,070+6.4% | $4,346+97.6% |
| Admin fee / account holder | $84 | $1,739-95.2% | $12,998-99.4% | $1,942-95.7% |