Filed January 1, 2012 (most recent of 2 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 4-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 |
|---|---|---|
DANIEL DENNIS & COMPANY LLP3+ years Service code 10 · EIN 04-2734675 | Accounting | $13,500 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $70 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,969 | $46,173+27.7% | $170,442-65.4% | $69,631-15.3% |
| Participation rate | 88.5% | 63.9%+24.6pp | 83.6%+4.9pp | 70.7%+17.8pp |
| Annual return | 17.91% | 21.62%-3.7pp | 205.93%-188.0pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $1,378 | $1,610-14.4% | $5,433-74.6% | $2,032-32.2% |
| Participant deferral / active EE | $910 | $2,080-56.3% | $4,939-81.6% | $3,224-71.8% |
| Admin fee / account holder | $35 | $116-70.1% | $13,880-99.8% | $110-68.7% |