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.1+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $16,000 |
WELL AND GOOD LLC1+ years Service code 28 · EIN 27-0984119 | Investment Management | $7,500 |
Service code 28 · EIN 26-1233837 | Investment Management | $875 |
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 | $155,173 | $67,166+131.0% | $57,343+170.6% | $55,191+181.2% |
| Participation rate | 98.7% | 77.7%+21.0pp | 75.1%+23.6pp | 69.2%+29.5pp |
| Annual return | 2.03% | 4.22%-2.2pp | 24.39%-22.4pp | 10.78%-8.8pp |
| Employer contribution / active EE | $6,034 | $2,812+114.6% | $2,689+124.4% | $1,899+217.8% |
| Participant deferral / active EE | $7,008 | $2,835+147.2% | $3,162+121.6% | $3,046+130.0% |
| Admin fee / account holder | $19 | $44-56.5% | $3,356-99.4% | $91-79.2% |