Filed December 12, 2013 (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 |
|---|---|---|
BAKER NEWMAN NOYES1 year Filed as: BAKER NEWMAN & NOYES, LLC Service code 10 · EIN 01-0494526 | Accounting | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,563 |
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 | $133,648 | $69,231+93.0% | $91,989+45.3% | $67,579+97.8% |
| Participation rate | 96.1% | 78.9%+17.2pp | 78.6%+17.5pp | 71.3%+24.8pp |
| Annual return | 21.69% | 32.03%-10.3pp | 69.02%-47.3pp | 378.56%-356.9pp |
| Employer contribution / active EE | $7,646 | $2,284+234.7% | $3,452+121.5% | $2,148+256.0% |
| Participant deferral / active EE | $8,516 | $5,854+45.5% | $5,923+43.8% | $3,539+140.6% |
| Admin fee / account holder | -$1 | $107-101.1% | $7,743-100.0% | $142-100.8% |