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 | $186,313 |
GRAY, GRAY & GRAY2 years Filed as: GRAY GRAY & GRAY LLP Service code 10 150 ROYALL ST STE 102 · CANTON, MA 02021 | Accounting | $12,015 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,082 | $110,699+15.7% | $177,821-28.0% | $90,288+41.9% |
| Participation rate | 97.1% | 88.3%+8.8pp | 87.7%+9.4pp | 73.4%+23.8pp |
| Annual return | 26.92% | 22.79%+4.1pp | 48.32%-21.4pp | 53.97%-27.0pp |
| Employer contribution / active EE | $2,411 | $4,118-41.4% | $5,918-59.3% | $2,524-4.5% |
| Participant deferral / active EE | $6,439 | $6,731-4.3% | $7,714-16.5% | $4,232+52.1% |
| Admin fee / account holder | $97 | $90+7.9% | $12,427-99.2% | $114-14.8% |