Filed September 21, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $79,193 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $11,958 |
SEYFRARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $6,903 |
Participant 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 | $18,564 | $37,213-50.1% | $156,549-88.1% | $63,975-71.0% |
| Participation rate | 96.1% | 65.0%+31.1pp | 84.0%+12.1pp | 71.1%+25.0pp |
| Annual return | 7.25% | 47.89%-40.6pp | 32.23%-25.0pp | 48.65%-41.4pp |
| Employer contribution / active EE | $267 | $1,357-80.3% | $5,501-95.1% | $2,182-87.7% |
| Participant deferral / active EE | $389 | $2,070-81.2% | $4,871-92.0% | $3,356-88.4% |
| Admin fee / account holder | $42 | $56-25.9% | $13,027-99.7% | $70-40.8% |