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, LLP1 year Filed as: PMB HELIN DONOVAN LLP Service code 10 · EIN 74-3001153 | Accounting | $16,380 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,629 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,405 | $81,537+68.5% | $149,718-8.2% | $69,631+97.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 171.91% | 22.79%+149.1pp | 1501.63%-1329.7pp | 27571.02%-27399.1pp |
| Employer contribution / active EE | $3,011 | $3,239-7.0% | $5,445-44.7% | $2,032+48.2% |
| Participant deferral / active EE | $5,802 | $4,994+16.2% | $6,569-11.7% | $3,224+80.0% |
| Admin fee / account holder | -$8 | $107-107.3% | $11,283-100.1% | $110-107.1% |