Filed March 20, 2014 (most recent of 2 filings on file)
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 8-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 |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $92,881 |
WESTMINSTER CONSULTING, LLC1+ years Service code 16 · EIN 45-3679779 | Consulting | $26,250 |
FREED MAXICK CPAS PC1+ years Filed as: FREEDMAXICK CPAS, P.C. Service code 10 · EIN 45-4051133 | Accounting | $8,100 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,852 | $44,473-8.1% | $76,523-46.6% | $55,725-26.7% |
| Participation rate | 96.7% | 51.0%+45.8pp | 68.0%+28.8pp | 70.9%+25.9pp |
| Annual return | -5.06% | -2.01%-3.1pp | -0.27%-4.8pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,039 | $1,101-5.6% | $2,647-60.7% | $2,078-50.0% |
| Participant deferral / active EE | $2,534 | $1,988+27.5% | $3,835-33.9% | $3,356-24.5% |
| Admin fee / account holder | $124 | $134-7.3% | $4,848-97.4% | $115+8.0% |