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 Service code 10 · EIN 44-0160260 | Accounting | $7,914 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,590 |
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 | $84,858 | $54,705+55.1% | $71,209+19.2% | $84,808+0.1% |
| Participation rate | 91.2% | 64.1%+27.2pp | 73.8%+17.5pp | 68.3%+22.9pp |
| Annual return | 13.30% | 35.90%-22.6pp | 282.51%-269.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,283 | $3,030+140.3% | $4,175+74.4% | $4,212+72.9% |
| Admin fee / account holder | $116 | $4,863-97.6% | $5,349-97.8% | $7,344-98.4% |