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.
| Provider | Service type | Compensation |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $16,000 |
WELL AND GOOD LLC2+ years Service code 27 · EIN 27-0984119 | Advisory (Plan) | $7,500 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $429 |
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 | $158,695 | $68,408+132.0% | $57,179+177.5% | $57,658+175.2% |
| Participation rate | 98.3% | 79.1%+19.2pp | 75.3%+23.0pp | 70.2%+28.1pp |
| Annual return | 6.94% | 8.51%-1.6pp | 14.59%-7.6pp | 5.13%+1.8pp |
| Employer contribution / active EE | $5,940 | $2,869+107.0% | $2,682+121.4% | $1,974+200.9% |
| Participant deferral / active EE | $6,712 | $2,903+131.2% | $3,096+116.8% | $3,061+119.3% |
| Admin fee / account holder | $19 | $70-72.9% | $3,139-99.4% | $95-80.1% |