Filed January 11, 2013
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 |
|---|---|---|
PRINCIPLED ADVISORS, INC.1+ years Service code 15 · EIN 59-3782727 | Recordkeeping | $28,205 |
MARCUM LLP1+ years Filed as: FRIEDMAN LLP ACCOUNTANTS & ADVISORS Service code 15 · EIN 13-1610809 | Recordkeeping | $5,600 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,605 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,783 | $57,108+41.5% | $94,224-14.3% | $52,331+54.4% |
| Participation rate | 98.4% | 72.9%+25.5pp | 78.8%+19.6pp | 68.1%+30.3pp |
| Annual return | -1.20% | 1.47%-2.7pp | 10.68%-11.9pp | 4.54%-5.7pp |
| Employer contribution / active EE | $555 | $1,735-68.0% | $3,587-84.5% | $1,882-70.5% |
| Participant deferral / active EE | $6,340 | $3,040+108.6% | $4,320+46.8% | $3,022+109.8% |
| Admin fee / account holder | $172 | $546-68.6% | $6,269-97.3% | $592-71.0% |