Filed April 2, 2014 (most recent of 9 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 |
|---|---|---|
BAKER NEWMAN NOYES1 year Filed as: BAKER NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $18,041 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,496 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $80,403 | $98,982-18.8% | $162,163-50.4% | $65,185+23.3% |
| Participation rate | 98.9% | 85.8%+13.1pp | 87.6%+11.3pp | 70.2%+28.7pp |
| Annual return | 24.54% | 24.84%-0.3pp | 115.59%-91.1pp | 29.38%-4.8pp |
| Employer contribution / active EE | $4,222 | $3,467+21.8% | $5,614-24.8% | $2,177+94.0% |
| Participant deferral / active EE | $6,073 | $5,384+12.8% | $7,298-16.8% | $3,514+72.8% |
| Admin fee / account holder | $42 | $596-92.9% | $10,843-99.6% | $847-95.0% |