Filed December 31, 2008
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 6-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 LLP6+ years Service code 10 · EIN 35-0921680 | Accounting | $38,325 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,166 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $10,740 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,433 | $112,623+6.0% | $106,213+12.4% | $199,593-40.2% |
| Participation rate | 95.1% | 86.2%+8.9pp | 75.3%+19.8pp | 72.0%+23.2pp |
| Annual return | 12.55% | 15.57%-3.0pp | 116.14%-103.6pp | 34.25%-21.7pp |
| Employer contribution / active EE | $6,217 | $4,575+35.9% | $3,171+96.0% | $3,034+104.9% |
| Participant deferral / active EE | $9,600 | $6,659+44.2% | $5,016+91.4% | $5,087+88.7% |
| Admin fee / account holder | $168 | $107+56.7% | $11,033-98.5% | $269-37.6% |