Filed October 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: SHARRARD, MCGEE & CO., PA Service code 10 · EIN 56-1146197 PO BOX 5869 · HIGH POINT, NC 272625869 | Accounting | $11,923 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,425 | $55,002+31.7% | $59,878+21.0% | $56,287+28.7% |
| Participation rate | 97.4% | 75.9%+21.4pp | 74.7%+22.7pp | 69.9%+27.5pp |
| Annual return | -2.56% | 1.13%-3.7pp | 3.46%-6.0pp | -9.96%+7.4pp |
| Employer contribution / active EE | $76 | $2,448-96.9% | $2,722-97.2% | $2,111-96.4% |
| Participant deferral / active EE | $3,202 | $3,121+2.6% | $3,402-5.9% | $3,350-4.4% |
| Admin fee / account holder | $23 | $236-90.4% | $3,590-99.4% | $521-95.7% |