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 |
|---|---|---|
RFH, PLLC1 year Service code 10 · EIN 20-1518594 | Accounting | $12,000 |
Filed as: OSBORN, CARREIRO AND ASSOCIATES INC Service code 11 · EIN 71-0631123 | Actuarial | $8,200 |
Filed as: DEAN DORTON ALLEN FORD Service code 10 · EIN 27-3858252 | Accounting | $333 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,139 | $111,608-44.3% | $177,821-65.1% | $73,409-15.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | -7.54% | 18.23%-25.8pp | 48.32%-55.9pp | 59.29%-66.8pp |
| Employer contribution / active EE | $8,475 | $3,796+123.3% | $5,918+43.2% | $2,234+279.4% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $37 | $166-77.8% | $12,427-99.7% | $158-76.7% |