Filed August 28, 2009
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 6-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 |
|---|---|---|
Filed as: JACKSON HOWELL Service code 10 · EIN 20-3538074 | Accounting | $8,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $7,825 |
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 | $36,232 | $48,261-24.9% | $68,793-47.3% | $55,725-35.0% |
| Participation rate | 79.9% | 71.0%+8.9pp | 72.2%+7.7pp | 70.9%+9.1pp |
| Annual return | -5.80% | -2.61%-3.2pp | -4.63%-1.2pp | 244.93%-250.7pp |
| Employer contribution / active EE | $2,550 | $1,742+46.4% | $2,625-2.8% | $2,078+22.7% |
| Participant deferral / active EE | $1,647 | $2,712-39.3% | $3,311-50.2% | $3,356-50.9% |
| Admin fee / account holder | $54 | $126-57.2% | $5,131-98.9% | $115-53.1% |