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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $93,695 |
MAYER HOFFMAN MCCANN P.C.6 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $19,100 |
WELL AND GOOD LLC5 years Service code 28 · EIN 27-0984119 | Investment Management | $8,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,602 | $79,124+151.0% | $60,874+226.3% | $64,808+206.4% |
| Participation rate | 98.2% | 77.7%+20.5pp | 73.1%+25.1pp | 71.5%+26.7pp |
| Annual return | -11.77% | -7.13%-4.6pp | 16.90%-28.7pp | 32.82%-44.6pp |
| Employer contribution / active EE | $6,169 | $3,050+102.3% | $2,701+128.4% | $2,506+146.2% |
| Participant deferral / active EE | $7,110 | $3,725+90.9% | $3,817+86.3% | $4,310+64.9% |
| Admin fee / account holder | $86 | $106-19.0% | $3,224-97.3% | $188-54.4% |