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, LLP7+ years Service code 10 · EIN 83-0331229 | Accounting | $16,500 |
BCBSA NEBA4 years Service code 14 · EIN 13-5656874 | Plan Administrator | $4,673 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$15,217 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,475 | $111,4910% | $189,513-41.2% | $86,799+28.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 14.99% | 83.50%-68.5pp | 555.15%-540.2pp | 97.91%-82.9pp |
| Employer contribution / active EE | $3,036 | $3,951-23.2% | $6,162-50.7% | $2,405+26.2% |
| Participant deferral / active EE | $5,382 | $6,437-16.4% | $8,221-34.5% | $4,131+30.3% |
| Admin fee / account holder | $55 | $189-70.8% | $12,045-99.5% | $170-67.5% |