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 LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $25,943 |
PROSKAUER ROSE LLP1 year Filed as: PROSKAURER ROSE LLP Service code 29 · EIN 13-1840454 | Legal | $13,906 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$67,644 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,763 | $130,141+0.5% | $86,677+50.9% | $77,904+67.9% |
| Participation rate | 95.2% | 85.9%+9.2pp | 76.6%+18.6pp | 73.7%+21.5pp |
| Annual return | -20.43% | -12.75%-7.7pp | 35.91%-56.3pp | 12.21%-32.6pp |
| Employer contribution / active EE | $3,621 | $3,220+12.4% | $2,836+27.6% | $2,848+27.1% |
| Participant deferral / active EE | $10,586 | $5,757+83.9% | $4,656+127.4% | $4,806+120.3% |
| Admin fee / account holder | -$16 | $132-112.3% | $7,493-100.2% | $133-112.2% |