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 Service code 64 · EIN 26-4183994 | Recordkeeping Fees | $52,686 |
Filed as: STOUT RISIUS ROSS, INC Service code 11 · EIN 38-3003685 | Actuarial | $28,211 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $15,450 |
BKD, LLP3 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $10,800 |
MMA SECURITIES LLC1 year Filed as: ASSURED PARTNERS OF NORTH CAROLINA Service code 23 · EIN 45-2712335 | Insurance services | $9,089 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,766 | $30,615+16.8% | $74,701-52.1% | - |
| Participation rate | 98.8% | 43.6%+55.2pp | 54.5%+44.3pp | - |
| Annual return | 3.68% | 14.02%-10.3pp | 752.92%-749.2pp | - |
| Employer contribution / active EE | $13,639 | $1,331+924.7% | $1,084+1158.7% | - |
| Participant deferral / active EE | $0 | $1,056-100.0% | $1,964-100.0% | - |
| Admin fee / account holder | $147 | $2,499-94.1% | $3,333-95.6% | - |