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 & ASSOCIATES4 years Filed as: ALAN D BILLER ASSOCIATES INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $20,000 |
FRANK RIMERMAN & CO LLP2 years Filed as: FRANK, RIMERMAN+CO. LLP Service code 10 · EIN 94-1341042 | Accounting | $16,275 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$25,552 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $312,188 | $51,045+511.6% | $70,515+342.7% | $71,457+336.9% |
| Participation rate | 93.4% | 59.4%+34.0pp | 68.3%+25.1pp | 67.9%+25.5pp |
| Annual return | 13.65% | 42.63%-29.0pp | 32.77%-19.1pp | 28.85%-15.2pp |
| Employer contribution / active EE | $10,444 | $1,790+483.4% | $2,973+251.2% | $2,588+303.6% |
| Participant deferral / active EE | $17,838 | $3,026+489.4% | $4,567+290.6% | $4,289+315.9% |
| Admin fee / account holder | $42 | $1,994-97.9% | $6,412-99.3% | $1,587-97.3% |