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, LLP Service code 10 · EIN 44-0160260 | Accounting | $12,075 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,275 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,288 | $57,281+10.5% | $86,612-26.9% | $75,163-15.8% |
| Participation rate | 90.6% | 63.2%+27.4pp | 71.7%+18.9pp | 67.2%+23.4pp |
| Annual return | 9.26% | 2670.75%-2661.5pp | 591.07%-581.8pp | 160.62%-151.4pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,983 | $3,318+140.6% | $4,438+79.9% | $4,125+93.5% |
| Admin fee / account holder | $103 | $4,112-97.5% | $5,614-98.2% | $5,651-98.2% |