Filed August 7, 2013 (most recent of 3 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $98,175 |
FORVIS MAZARS, LLP2 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $29,500 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,097 | $111,608-40.8% | $177,821-62.8% | $73,409-10.0% |
| Participation rate | 97.9% | 87.9%+10.1pp | 87.7%+10.2pp | 72.2%+25.8pp |
| Annual return | 27.18% | 18.23%+8.9pp | 48.32%-21.1pp | 59.29%-32.1pp |
| Employer contribution / active EE | $1,930 | $3,796-49.2% | $5,918-67.4% | $2,234-13.6% |
| Participant deferral / active EE | $5,314 | $6,199-14.3% | $7,714-31.1% | $3,805+39.6% |
| Admin fee / account holder | $100 | $166-39.9% | $12,427-99.2% | $158-36.9% |