Filed July 1, 2010 (most recent of 3 filings on file)
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 |
|---|---|---|
STOUT, CAUSEY & HORNING, P.A.2+ years Filed as: STOUT, CAUSEY AND HORNING, P.A. Service code 10 · EIN 52-1743645 | Accounting | $27,982 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $24,816 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,897 | $71,802+189.5% | $133,980+55.2% | $57,658+260.6% |
| Participation rate | 99.2% | 85.5%+13.8pp | 87.1%+12.2pp | 70.2%+29.0pp |
| Annual return | 9.15% | 13.51%-4.4pp | 29.30%-20.1pp | 5.13%+4.0pp |
| Employer contribution / active EE | $7,301 | $3,161+131.0% | $5,211+40.1% | $1,974+269.9% |
| Participant deferral / active EE | $11,940 | $4,606+159.2% | $6,282+90.1% | $3,061+290.1% |
| Admin fee / account holder | $34 | $88-61.1% | $9,324-99.6% | $95-63.9% |