Filed September 20, 2013 (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 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 |
|---|---|---|
CROWE LLP2 years Filed as: CROWE HORWATH, LLP Service code 64 · EIN 26-4183994 | Recordkeeping Fees | $30,739 |
Filed as: STOUT RISIUS ROSS, INC Service code 11 · EIN 38-3003685 | Actuarial | $9,182 |
MMA SECURITIES LLC1 year Filed as: ASSURED PARTNERS OF NORTH CAROLINA, Service code 23 · EIN 45-2712335 | Insurance services | $7,735 |
BRIAN FREEMAN3+ years Filed as: BRIAN M. HORGAN Service code 34 66 PRIOR FARM ROAD · DUXBURY, MA 02332 | Valuation (appraisals, etc.) | $7,480 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $6,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,287 | $28,416+34.7% | $73,545-47.9% | $69,631-45.0% |
| Participation rate | 97.8% | 38.3%+59.5pp | 54.9%+42.9pp | 70.7%+27.1pp |
| Annual return | 29.72% | -694.13%+723.9pp | -15.16%+44.9pp | 27571.02%-27541.3pp |
| Employer contribution / active EE | $2,085 | $430+384.4% | $1,219+71.1% | $2,032+2.6% |
| Participant deferral / active EE | $0 | $897-100.0% | $1,806-100.0% | $3,224-100.0% |
| Admin fee / account holder | $88 | $104-16.1% | $2,320-96.2% | $110-20.7% |