Filed May 15, 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 9-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: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $16,000 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $388 |
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 | $177,588 | $74,552+138.2% | $62,995+181.9% | $69,631+155.0% |
| Participation rate | 98.7% | 78.3%+20.4pp | 74.8%+23.9pp | 70.7%+28.0pp |
| Annual return | 14.41% | 15.77%-1.4pp | 87.57%-73.2pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $5,854 | $2,929+99.8% | $2,759+112.2% | $2,032+188.0% |
| Participant deferral / active EE | $6,664 | $2,974+124.1% | $3,329+100.2% | $3,224+106.7% |
| Admin fee / account holder | $16 | $59-73.7% | $3,600-99.6% | $110-85.9% |