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 |
|---|---|---|
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN D BILLER ASSOCIATES INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $20,000 |
FRANK RIMERMAN & CO LLP1 year Filed as: FRANK, RIMERMAN + CO. LLP Service code 10 · EIN 94-1341042 | Accounting | $15,750 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$46,930 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $333,331 | $60,776+448.5% | $85,682+289.0% | $79,386+319.9% |
| Participation rate | 95.3% | 62.1%+33.3pp | 69.9%+25.5pp | 70.7%+24.6pp |
| Annual return | 32.21% | 16.57%+15.6pp | 21.49%+10.7pp | 116.85%-84.6pp |
| Employer contribution / active EE | $11,424 | $1,663+586.9% | $2,618+336.3% | $2,427+370.6% |
| Participant deferral / active EE | $17,125 | $2,919+486.8% | $3,923+336.6% | $4,046+323.3% |
| Admin fee / account holder | $54 | $438-87.6% | $6,873-99.2% | $626-91.3% |