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 LLP3 years Service code 64 · EIN 26-4183994 | Recordkeeping Fees | $47,070 |
Filed as: STOUT RISIUS ROSS, INC Service code 11 · EIN 38-3003685 | Actuarial | $28,225 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $20,800 |
MMA SECURITIES LLC2 years Filed as: ASSURED PARTNERS OF NORTH CAROLINA Service code 23 · EIN 45-2712335 | Insurance services | $11,266 |
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 | $32,917 | $35,986-8.5% | $77,482-57.5% | $73,488-55.2% |
| Participation rate | 96.6% | 40.8%+55.8pp | 54.2%+42.5pp | 70.7%+26.0pp |
| Annual return | -24.00% | 19.26%-43.3pp | 54.79%-78.8pp | 28.51%-52.5pp |
| Employer contribution / active EE | $14,015 | $557+2414.5% | $986+1320.8% | $2,270+517.4% |
| Participant deferral / active EE | $0 | $1,198-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $136 | $466-70.8% | $2,858-95.2% | $513-73.5% |