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 Filed as: PMB HELIN DONOVAN LLP Service code 10 · EIN 74-3001153 | Accounting | $34,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$70,091 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,913 | $80,005+64.9% | $140,016-5.8% | $55,725+136.7% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -5.02% | 0.46%-5.5pp | 651.12%-656.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $6,802 | $3,403+99.9% | $5,606+21.3% | $2,078+227.3% |
| Participant deferral / active EE | $6,069 | $5,264+15.3% | $6,927-12.4% | $3,356+80.9% |
| Admin fee / account holder | -$29 | $116-125.0% | $10,705-100.3% | $115-125.2% |