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 LLP3 years Service code 10 155 S MAIN ST STE 100 · PROVIDENCE, RI 02903 | Accounting | $20,000 |
JPMORGAN INVEST HOLDINGS LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $775 |
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 | $114,382 | $89,436+27.9% | $164,813-30.6% | $77,643+47.3% |
| Participation rate | 96.1% | 78.6%+17.5pp | 78.6%+17.5pp | 70.6%+25.6pp |
| Annual return | 12.62% | 28.83%-16.2pp | 69.93%-57.3pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,343 | $2,569-47.7% | $4,341-69.1% | $2,726-50.7% |
| Participant deferral / active EE | $8,222 | $4,897+67.9% | $6,031+36.3% | $4,647+76.9% |
| Admin fee / account holder | $58 | $339-82.9% | $12,690-99.5% | $430-86.5% |