Filed May 15, 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 |
|---|---|---|
FORVIS MAZARS, LLP1 year Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $10,500 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,996 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,263 | $54,350+14.6% | $82,719-24.7% | $68,494-9.1% |
| Participation rate | 92.2% | 63.9%+28.2pp | 72.6%+19.6pp | 67.9%+24.3pp |
| Annual return | -10.12% | -13.67%+3.5pp | 701.18%-711.3pp | -7.84%-2.3pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,765 | $3,246+108.4% | $4,395+53.9% | $4,027+68.0% |
| Admin fee / account holder | $86 | $4,395-98.0% | $5,329-98.4% | $5,403-98.4% |