Filed January 16, 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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $25,717 |
PKF O'CONNOR DAVIES, LLP7 years Service code 10 · EIN 27-1728945 | Accounting | $10,001 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,504 | $48,795+114.2% | $65,493+59.6% | $84,808+23.2% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 13.45% | 20.20%-6.7pp | 982.45%-969.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $4,990 | $1,930+158.6% | $2,574+93.8% | $2,631+89.7% |
| Participant deferral / active EE | $7,594 | $2,928+159.3% | $3,961+91.7% | $4,212+80.3% |
| Admin fee / account holder | $90 | $3,877-97.7% | $5,028-98.2% | $7,344-98.8% |