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 LLP2 years Service code 10 155 S MIAN ST STE 100 · PROVIDENCE, RI 02903 | Accounting | $15,600 |
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $460 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,238 | $91,372+15.2% | $129,995-19.0% | $74,419+41.4% |
| Participation rate | 95.5% | 77.8%+17.7pp | 78.5%+17.0pp | 70.7%+24.7pp |
| Annual return | 16.84% | 23.21%-6.4pp | -137.18%+154.0pp | 34.38%-17.5pp |
| Employer contribution / active EE | $1,210 | $2,563-52.8% | $4,320-72.0% | $2,637-54.1% |
| Participant deferral / active EE | $8,237 | $4,721+74.5% | $5,820+41.5% | $4,528+81.9% |
| Admin fee / account holder | $47 | $283-83.4% | $10,614-99.6% | $348-86.5% |