Filed April 18, 2016
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 10-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 |
|---|---|---|
FORVIS MAZARS, LLP1 year Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,017 | $95,274+88.9% | $135,903+32.5% | $74,419+141.9% |
| Participation rate | 98.9% | 78.2%+20.7pp | 81.9%+17.0pp | 70.7%+28.2pp |
| Annual return | 18.36% | 32.77%-14.4pp | 68.23%-49.9pp | 34.38%-16.0pp |
| Employer contribution / active EE | $2,884 | $3,874-25.6% | $4,856-40.6% | $2,637+9.4% |
| Participant deferral / active EE | $9,133 | $7,782+17.4% | $7,758+17.7% | $4,528+101.7% |
| Admin fee / account holder | $33 | $266-87.7% | $10,762-99.7% | $348-90.6% |