Filed January 7, 2014 (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 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 |
|---|---|---|
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $23,975 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$178,245 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $150,942 | $176,491-14.5% | $95,952+57.3% | $90,288+67.2% |
| Participation rate | 95.3% | 86.6%+8.7pp | 77.1%+18.2pp | 73.4%+21.9pp |
| Annual return | 20.73% | 20.14%+0.6pp | 91.61%-70.9pp | 53.97%-33.2pp |
| Employer contribution / active EE | $3,455 | $2,789+23.9% | $2,541+36.0% | $2,524+36.9% |
| Participant deferral / active EE | $9,498 | $5,340+77.9% | $4,167+128.0% | $4,232+124.4% |
| Admin fee / account holder | -$67 | $154-143.2% | $6,795-101.0% | $114-158.3% |