Filed July 2, 2007 (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 3-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 |
|---|---|---|
PMB HELIN DONOVAN, LLP1+ years Service code 10 · EIN 74-3001153 | Accounting | $16,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,971 |
Participant contribution per participant 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 | $68,202 | $68,413-0.3% | $123,104-44.6% | $55,191+23.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | 1.24% | 6.30%-5.1pp | 13.22%-12.0pp | 10.78%-9.5pp |
| Employer contribution / active EE | $3,467 | $3,050+13.7% | $5,151-32.7% | $1,899+82.6% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,230-100.0% | $3,046-100.0% |
| Admin fee / account holder | -$28 | $88-131.3% | $9,015-100.3% | $91-130.3% |