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 & ANSPACH3 years Filed as: FRIEDMAN LLP Service code 10 1700 BROADWAY · NEW YORK, NY 10019 | Accounting | $13,500 |
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $445 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,249 | $93,182+34.4% | $146,665-14.6% | $79,386+57.8% |
| Participation rate | 99.4% | 76.4%+23.0pp | 80.1%+19.4pp | 70.7%+28.7pp |
| Annual return | 13.62% | 21.61%-8.0pp | 22.74%-9.1pp | 116.85%-103.2pp |
| Employer contribution / active EE | $1,117 | $2,420-53.8% | $4,136-73.0% | $2,427-54.0% |
| Participant deferral / active EE | $7,640 | $4,169+83.2% | $5,506+38.8% | $4,046+88.8% |
| Admin fee / account holder | $56 | $585-90.5% | $10,280-99.5% | $626-91.1% |