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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $99,527 |
Filed as: SC&H ATTEST SERVICES P.C. Service code 10 · EIN 52-1743645 | Accounting | $28,800 |
VENABLE LLP1 year Filed as: VENABLE, LLP Service code 16 · EIN 52-0517250 | Consulting | $14,777 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,990 | $81,537+201.7% | $149,718+64.3% | $69,631+253.3% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.1%+12.3pp | 70.7%+28.7pp |
| Annual return | 16.53% | 22.79%-6.3pp | 1501.63%-1485.1pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $7,835 | $3,239+141.9% | $5,445+43.9% | $2,032+285.6% |
| Participant deferral / active EE | $12,804 | $4,994+156.4% | $6,569+94.9% | $3,224+297.2% |
| Admin fee / account holder | $133 | $107+24.6% | $11,283-98.8% | $110+20.6% |