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 |
|---|---|---|
Filed as: STOUT RISIUS ROSS, INC. Service code 34 · EIN 38-3003685 | Direct payment from the plan; Valuati... | $32,700 |
MMA SECURITIES LLC1 year Filed as: ASSURED PARTNERS Service code 22 · EIN 45-2712335 | Insurance Broker | $13,213 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUM SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $12,480 |
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 | $37,058 | $26,549+39.6% | $61,373-39.6% | $66,914-44.6% |
| Participation rate | 98.7% | 38.1%+60.6pp | 52.6%+46.1pp | 69.8%+28.9pp |
| Annual return | -4.05% | -16.21%+12.2pp | 338.61%-342.7pp | 1.58%-5.6pp |
| Employer contribution / active EE | $703 | $651+7.9% | $1,159-39.4% | $2,544-72.4% |
| Participant deferral / active EE | $0 | $1,338-100.0% | $2,125-100.0% | $4,237-100.0% |
| Admin fee / account holder | $108 | $409-73.6% | $2,130-94.9% | $593-81.8% |