Filed July 18, 2006 (most recent of 2 filings on file)
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, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $38,428 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,090 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,160 | $63,770+10.0% | $71,209-1.5% | $102,872-31.8% |
| Participation rate | 90.8% | 61.0%+29.8pp | 73.8%+17.1pp | 73.0%+17.8pp |
| Annual return | 15.97% | 16.01%0pp | 282.51%-266.5pp | 19.06%-3.1pp |
| Employer contribution / active EE | $3,656 | $2,367+54.5% | $2,721+34.4% | $3,526+3.7% |
| Participant deferral / active EE | $0 | $3,587-100.0% | $4,175-100.0% | $5,535-100.0% |
| Admin fee / account holder | $13 | $220-94.2% | $5,349-99.8% | $292-95.6% |