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 |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $17,000 |
WELL AND GOOD LLC1 year Service code 28 · EIN 27-0984119 | Investment Management | $15,000 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $728 |
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 | $167,902 | $70,083+139.6% | $59,878+180.4% | $55,725+201.3% |
| Participation rate | 98.1% | 78.4%+19.7pp | 74.7%+23.4pp | 70.9%+27.2pp |
| Annual return | -3.18% | 3.13%-6.3pp | 3.46%-6.6pp | 244.93%-248.1pp |
| Employer contribution / active EE | $6,593 | $2,878+129.1% | $2,722+142.3% | $2,078+217.3% |
| Participant deferral / active EE | $7,483 | $3,079+143.1% | $3,402+120.0% | $3,356+123.0% |
| Admin fee / account holder | $25 | $70-64.8% | $3,590-99.3% | $115-78.5% |