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 |
|---|---|---|
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $22,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$200,053 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,588 | $112,686+86.9% | $169,993+23.9% | $80,160+162.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 72.9%+27.1pp |
| Annual return | 22.77% | 67.04%-44.3pp | 53.37%-30.6pp | 40.38%-17.6pp |
| Employer contribution / active EE | $10,321 | $4,481+130.3% | $6,785+52.1% | $2,978+246.6% |
| Participant deferral / active EE | $8,235 | $7,876+4.6% | $10,408-20.9% | $5,017+64.1% |
| Admin fee / account holder | $23 | $99-76.7% | $12,815-99.8% | $145-84.1% |