Filed September 16, 2006
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 |
|---|---|---|
MCGEE, HEARNE & PAIZ, LLP3+ years Service code 10 · EIN 83-0331229 | Accounting | $7,406 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$5,152 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,304 | $89,739+4.0% | $149,718-37.7% | $62,292+49.8% |
| Participation rate | 98.7% | 85.1%+13.6pp | 87.1%+11.6pp | 69.5%+29.2pp |
| Annual return | 19.00% | 21.01%-2.0pp | 1501.63%-1482.6pp | 28.90%-9.9pp |
| Employer contribution / active EE | $2,633 | $3,233-18.5% | $5,445-51.6% | $2,042+29.0% |
| Participant deferral / active EE | $4,279 | $4,797-10.8% | $6,569-34.9% | $3,169+35.0% |
| Admin fee / account holder | $46 | $551-91.7% | $11,283-99.6% | $479-90.5% |