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 year Filed as: PMB HELIN Service code 10 · EIN 74-3001153 | Accounting | $16,450 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$46,024 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,055 | $71,802-3.8% | $133,980-48.5% | $57,658+19.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 7.37% | 13.51%-6.1pp | 29.30%-21.9pp | 5.13%+2.2pp |
| Employer contribution / active EE | $3,593 | $3,161+13.7% | $5,211-31.0% | $1,974+82.1% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | -$25 | $88-128.0% | $9,324-100.3% | $95-126.0% |