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 | $47,479+120.1% | $62,929+66.1% | $82,448+26.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 13.45% | 20.34%-6.9pp | 1063.93%-1050.5pp | 41.64%-28.2pp |
| Employer contribution / active EE | $4,990 | $1,885+164.7% | $2,505+99.2% | $2,551+95.6% |
| Participant deferral / active EE | $7,594 | $2,870+164.5% | $3,888+95.3% | $4,139+83.5% |
| Admin fee / account holder | $90 | $3,804-97.6% | $5,065-98.2% | $7,234-98.8% |