Filed April 29, 2014 (most recent of 4 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 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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $136,018 |
GRAY, GRAY & GRAY1 year Filed as: GRAY GRAY & GRAY LLP Service code 10 · EIN 04-2088388 | Accounting | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,859 | $95,776+8.4% | $162,163-36.0% | $77,787+33.5% |
| Participation rate | 96.1% | 88.6%+7.4pp | 87.6%+8.5pp | 73.2%+22.9pp |
| Annual return | 61.79% | 37.03%+24.8pp | 115.59%-53.8pp | 32.57%+29.2pp |
| Employer contribution / active EE | $2,171 | $3,874-44.0% | $5,614-61.3% | $2,504-13.3% |
| Participant deferral / active EE | $5,558 | $6,125-9.3% | $7,298-23.8% | $3,967+40.1% |
| Admin fee / account holder | $75 | $88-14.6% | $10,843-99.3% | $100-25.2% |