Filed January 18, 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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 51 · EIN 59-1237041 | Investment Mgmt Fees | $37,600 |
KMH LLP2 years Service code 10 · EIN 42-1539623 | Accounting | $14,565 |
CARLSMITH BALL LLP2 years Filed as: CARLSMITH BALL Service code 29 · EIN 99-0035220 | Legal | $10,014 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,750 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,255 | $81,537+95.3% | $149,718+6.4% | $69,631+128.7% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.1%+12.3pp | 70.7%+28.7pp |
| Annual return | 15.73% | 22.79%-7.1pp | 1501.63%-1485.9pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $5,311 | $3,239+64.0% | $5,445-2.4% | $2,032+161.4% |
| Participant deferral / active EE | $7,414 | $4,994+48.5% | $6,569+12.9% | $3,224+130.0% |
| Admin fee / account holder | $127 | $107+19.2% | $11,283-98.9% | $110+15.3% |