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 |
|---|---|---|
MARCUM LLP1 year Service code 10 100 EAGLE ROCK AVENUE STE 200 · EAST HANOVER, NJ 07936 | Accounting | $15,600 |
JPMORGAN INVEST HOLDINGS LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $908 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,813 | $71,142+37.5% | $119,609-18.2% | $64,808+50.9% |
| Participation rate | 94.3% | 78.6%+15.7pp | 79.3%+15.0pp | 71.5%+22.8pp |
| Annual return | -0.91% | -10.01%+9.1pp | -14.97%+14.1pp | 32.82%-33.7pp |
| Employer contribution / active EE | $988 | $2,497-60.4% | $4,232-76.7% | $2,506-60.6% |
| Participant deferral / active EE | $6,510 | $4,490+45.0% | $5,602+16.2% | $4,310+51.0% |
| Admin fee / account holder | $51 | $162-68.5% | $10,323-99.5% | $188-72.8% |