Filed October 18, 2004
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: OSBORN, CARREIRO AND ASSOCIATES INC Service code 11 · EIN 71-0631123 | Actuarial | $8,200 |
DEAN DORTON ALLEN FORD, PLLC2+ years Service code 10 · EIN 27-3858252 | Accounting | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,304 | $71,802-16.0% | $133,980-55.0% | $57,658+4.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 28.68% | 13.51%+15.2pp | 29.30%-0.6pp | 5.13%+23.5pp |
| Employer contribution / active EE | $1,138 | $3,161-64.0% | $5,211-78.2% | $1,974-42.3% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $26 | $88-70.2% | $9,324-99.7% | $95-72.3% |