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 & ASSOCIATES5 years Filed as: ALAN D BILLER ASSOCIATES INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $20,000 |
FRANK RIMERMAN & CO LLP3 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 | -$34,384 |
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 | $377,818 | $54,517+593.0% | $75,972+397.3% | $74,495+407.2% |
| Participation rate | 90.8% | 60.3%+30.5pp | 69.1%+21.7pp | 67.2%+23.6pp |
| Annual return | 19.18% | 31.82%-12.6pp | 359.55%-340.4pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $11,947 | $1,777+572.3% | $2,685+345.0% | $2,623+355.5% |
| Participant deferral / active EE | $17,530 | $3,066+471.8% | $4,255+311.9% | $4,346+303.4% |
| Admin fee / account holder | $8 | $2,229-99.7% | $6,467-99.9% | $1,942-99.6% |