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, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $10,415 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,908 | $58,208+32.1% | $81,812-6.0% | $80,856-4.9% |
| Participation rate | 92.3% | 63.4%+28.9pp | 72.3%+20.0pp | 67.6%+24.7pp |
| Annual return | 16.32% | 41.66%-25.3pp | 773.79%-757.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,448 | $3,281+157.5% | $4,319+95.6% | $4,296+96.7% |
| Admin fee / account holder | $98 | $4,981-98.0% | $7,386-98.7% | $6,918-98.6% |