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 LLP4+ years Service code 10 · EIN 22-1478099 | Accounting | $56,090 |
PORTFOLIO EVALUATIONS, INC.4+ years Service code 27 · EIN 22-3189064 | Advisory (Plan) | $40,625 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,639 |
LOWENSTEIN SANDLER LLP4+ years Service code 29 · EIN 46-0920520 | Legal | $8,475 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $262,312 | $134,045+95.7% | $80,019+227.8% | $75,289+248.4% |
| Participation rate | 99.1% | 85.8%+13.3pp | 75.8%+23.3pp | 72.4%+26.7pp |
| Annual return | 5.35% | -0.56%+5.9pp | 11.22%-5.9pp | -0.04%+5.4pp |
| Employer contribution / active EE | $11,373 | $3,492+225.7% | $2,468+360.9% | $2,405+372.9% |
| Participant deferral / active EE | $9,008 | $4,976+81.0% | $3,686+144.4% | $3,739+140.9% |
| Admin fee / account holder | $55 | $124-55.4% | $6,521-99.2% | $102-45.9% |