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 LLP4 years Service code 15 · EIN 26-4183994 | Recordkeeping | $51,604 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUM SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $30,797 |
Filed as: STOUT RISIUS ROSS, INC Service code 11 · EIN 38-3003685 | Actuarial | $28,200 |
PENCHECKS1 year Service code 49 · EIN 27-1689528 | Other Services | $11,770 |
MMA SECURITIES LLC3 years Filed as: ASSURED PARTNERS OF NORTH CAROLINA Service code 23 · EIN 45-2712335 | Other insurance fees and expenses; In... | $10,336 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,106 | $39,286-0.5% | $80,716-51.6% | $79,386-50.7% |
| Participation rate | 98.4% | 41.0%+57.4pp | 54.2%+44.2pp | 70.7%+27.7pp |
| Annual return | 16.94% | 98.95%-82.0pp | 87.28%-70.3pp | 116.85%-99.9pp |
| Employer contribution / active EE | $4,521 | $594+661.4% | $1,160+289.8% | $2,427+86.3% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,146-100.0% | $4,046-100.0% |
| Admin fee / account holder | $189 | $647-70.8% | $3,380-94.4% | $626-69.9% |