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 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 |
|---|---|---|
PMB HELIN DONOVAN, LLP2+ years Service code 10 · EIN 74-3001153 | Accounting | $16,450 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,202 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,233 | $71,802-11.9% | $133,980-52.8% | $57,658+9.7% |
| Participation rate | 90.7% | 85.5%+5.2pp | 87.1%+3.6pp | 70.2%+20.4pp |
| Annual return | 7.91% | 13.51%-5.6pp | 29.30%-21.4pp | 5.13%+2.8pp |
| Employer contribution / active EE | $3,045 | $3,161-3.7% | $5,211-41.6% | $1,974+54.3% |
| Participant deferral / active EE | $5,839 | $4,606+26.8% | $6,282-7.0% | $3,061+90.8% |
| Admin fee / account holder | -$8 | $88-109.5% | $9,324-100.1% | $95-108.8% |