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 LLP1 year Service code 64 · EIN 26-4183994 | Recordkeeping Fees | $34,343 |
Filed as: STOUT RISIUS ROSS, INC Service code 11 · EIN 38-3003685 | Actuarial | $28,021 |
MMA SECURITIES LLC2 years Filed as: ASSURED PARTNERS OF NORTH CAROLINA, Service code 23 · EIN 45-2712335 | Insurance services | $8,285 |
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $7,000 |
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 | $32,522 | $23,224+40.0% | $71,086-54.2% | $55,725-41.6% |
| Participation rate | 98.1% | 37.9%+60.2pp | 54.7%+43.5pp | 70.9%+27.3pp |
| Annual return | -19.32% | -2.87%-16.5pp | 650.59%-669.9pp | 244.93%-264.2pp |
| Employer contribution / active EE | $7,581 | $436+1638.0% | $1,088+597.0% | $2,078+264.8% |
| Participant deferral / active EE | $0 | $929-100.0% | $1,874-100.0% | $3,356-100.0% |
| Admin fee / account holder | $106 | $118-10.2% | $3,082-96.6% | $115-8.0% |