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 |
|---|---|---|
PKF O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $14,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,966 |
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 | $153,827 | $104,697+46.9% | $96,544+59.3% | $80,160+91.9% |
| Participation rate | 95.7% | 86.4%+9.3pp | 76.0%+19.7pp | 72.9%+22.7pp |
| Annual return | 20.47% | 21.78%-1.3pp | 25.84%-5.4pp | 40.38%-19.9pp |
| Employer contribution / active EE | $4,799 | $3,536+35.7% | $2,965+61.9% | $2,978+61.2% |
| Participant deferral / active EE | $12,601 | $6,188+103.6% | $4,851+159.8% | $5,017+151.1% |
| Admin fee / account holder | $23 | $107-78.1% | $8,252-99.7% | $145-83.9% |