Filed February 21, 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 |
|---|---|---|
BOURGEOIS BENNETT LLC1 year Service code 10 · EIN 72-0136870 | Accounting | $7,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,933 | $91,762+15.4% | $67,502+56.9% | $77,643+36.4% |
| Participation rate | 42.8% | 75.9%-33.1pp | 72.9%-30.1pp | 70.6%-27.8pp |
| Annual return | 12.67% | 14.87%-2.2pp | 3512.12%-3499.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,118 | $3,181-64.9% | $2,731-59.1% | $2,726-59.0% |
| Participant deferral / active EE | $1,957 | $3,903-49.9% | $4,000-51.1% | $4,647-57.9% |
| Admin fee / account holder | $29 | $176-83.4% | $3,998-99.3% | $430-93.2% |