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 LLP3+ years Service code 10 · EIN 22-1478099 | Accounting | $56,801 |
PORTFOLIO EVALUATIONS, INC.3+ years Service code 27 · EIN 22-3189064 | Advisory (Plan) | $47,500 |
LOWENSTEIN SANDLER LLP3+ years Service code 29 · EIN 46-0920520 | Legal | $16,665 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,628 |
ATESSA BENEFITS1 year Service code 16 · EIN 47-4435064 | Consulting | $7,605 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,491 | $90,410+182.6% | $91,001+180.8% | $77,958+227.7% |
| Participation rate | 98.7% | 86.4%+12.3pp | 75.6%+23.1pp | 71.6%+27.0pp |
| Annual return | 19.39% | 21.34%-2.0pp | 4.60%+14.8pp | 20.87%-1.5pp |
| Employer contribution / active EE | $8,547 | $3,392+152.0% | $2,456+248.1% | $2,310+269.9% |
| Participant deferral / active EE | $7,937 | $4,816+64.8% | $3,547+123.7% | $3,537+124.4% |
| Admin fee / account holder | $64 | $79-19.4% | $5,417-98.8% | $97-34.7% |