Filed February 15, 2008
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 |
|---|---|---|
FRANK RIMERMAN & CO LLP1 year Filed as: FRANK RIMMERMAN & CO Service code 10 · EIN 94-1341042 | Accounting | $25,750 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN D BILLER ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,347 |
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 | $249,167 | $47,922+419.9% | $75,886+228.3% | $65,185+282.2% |
| Participation rate | 92.6% | 63.0%+29.6pp | 69.3%+23.3pp | 70.2%+22.4pp |
| Annual return | 20.48% | 24.12%-3.6pp | 30.76%-10.3pp | 29.38%-8.9pp |
| Employer contribution / active EE | $10,383 | $1,557+566.8% | $2,500+315.3% | $2,177+377.0% |
| Participant deferral / active EE | $15,952 | $2,550+525.5% | $3,603+342.7% | $3,514+354.0% |
| Admin fee / account holder | $17 | $532-96.8% | $5,418-99.7% | $847-98.0% |