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, RIMERMAN+CO. LLP Service code 10 · EIN 94-1341042 | Accounting | $15,750 |
ALAN BILLER & ASSOCIATES3 years Filed as: ALAN D BILLER ASSOCIATES INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $15,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$53,675 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $286,368 | $63,442+351.4% | $68,791+316.3% | $66,914+328.0% |
| Participation rate | 91.4% | 60.0%+31.4pp | 69.0%+22.4pp | 69.8%+21.6pp |
| Annual return | -15.91% | -8.29%-7.6pp | -6.38%-9.5pp | 1.58%-17.5pp |
| Employer contribution / active EE | $11,543 | $1,775+550.3% | $2,655+334.7% | $2,544+353.7% |
| Participant deferral / active EE | $17,455 | $2,945+492.8% | $3,941+342.9% | $4,237+312.0% |
| Admin fee / account holder | $125 | $577-78.4% | $4,932-97.5% | $593-79.0% |