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 |
|---|---|---|
FRIEDMAN & ANSPACH2 years Filed as: FRIEDMAN LLP Service code 10 1700 BROADWAY · NEW YORK, NY 10019 | Accounting | $12,480 |
PRINCIPLED ADVISORS, INC.3 years Filed as: PRINCIPLED ADVISORS INC Service code 27 1110 S AVE · STATEN ISLAND, NY 10314 | Advisory (Plan) | $12,118 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $565 |
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 | $99,175 | $81,474+21.7% | $133,956-26.0% | $73,488+35.0% |
| Participation rate | 99.4% | 76.4%+23.1pp | 79.8%+19.6pp | 70.7%+28.8pp |
| Annual return | 14.61% | 19.40%-4.8pp | 45.09%-30.5pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,404 | $2,209-36.4% | $3,919-64.2% | $2,270-38.1% |
| Participant deferral / active EE | $6,443 | $3,786+70.2% | $5,048+27.7% | $3,740+72.3% |
| Admin fee / account holder | $92 | $713-87.2% | $8,927-99.0% | $513-82.2% |