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, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $21,231 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,572 |
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 | $141,333 | $37,884+273.1% | $79,464+77.9% | $75,289+87.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 72.4%+27.6pp |
| Annual return | -4.77% | 1.06%-5.8pp | 718.14%-722.9pp | -0.04%-4.7pp |
| Employer contribution / active EE | $6,238 | $1,680+271.3% | $2,800+122.7% | $2,405+159.4% |
| Participant deferral / active EE | $13,949 | $2,569+443.0% | $3,704+276.6% | $3,739+273.1% |
| Admin fee / account holder | $21 | $77-72.3% | $5,113-99.6% | $102-79.3% |