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 |
|---|---|---|
BRIGGS & VESELKA CO.1 year Filed as: BRIGGS & VESELKA, CO. Service code 10 · EIN 74-1769118 | Accounting | $21,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$88,113 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,547 | $111,608+77.0% | $177,821+11.1% | $73,409+169.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 21.96% | 18.23%+3.7pp | 48.32%-26.4pp | 59.29%-37.3pp |
| Employer contribution / active EE | $9,121 | $3,796+140.3% | $5,918+54.1% | $2,234+308.4% |
| Participant deferral / active EE | $7,029 | $6,199+13.4% | $7,714-8.9% | $3,805+84.7% |
| Admin fee / account holder | $26 | $166-84.5% | $12,427-99.8% | $158-83.8% |