Filed August 14, 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 |
|---|---|---|
COHNREZNICK LLP2+ years Service code 10 · EIN 22-1478099 | Accounting | $53,580 |
PORTFOLIO EVALUATIONS, INC.2+ years Service code 27 · EIN 22-3189064 | Advisory (Plan) | $52,500 |
LOWENSTEIN SANDLER LLP2+ years Service code 29 · EIN 22-2205010 | Legal | $31,912 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,922 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,773 | $82,279+199.9% | $77,999+216.4% | $63,975+285.7% |
| Participation rate | 99.4% | 84.7%+14.7pp | 75.5%+23.8pp | 71.1%+28.2pp |
| Annual return | 7.06% | 11.20%-4.1pp | 425.96%-418.9pp | 48.65%-41.6pp |
| Employer contribution / active EE | $10,894 | $3,297+230.5% | $2,470+341.1% | $2,182+399.4% |
| Participant deferral / active EE | $8,212 | $4,538+80.9% | $3,497+134.8% | $3,356+144.7% |
| Admin fee / account holder | $76 | $81-7.2% | $5,480-98.6% | $70+7.3% |