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 | Shareholder servicing fees; Recordkee... | $181,777 |
FORVIS MAZARS, LLP3 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $32,000 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,359 | $111,491-28.8% | $189,513-58.1% | $86,799-8.6% |
| Participation rate | 98.8% | 87.3%+11.5pp | 87.8%+11.0pp | 72.3%+26.5pp |
| Annual return | 27.31% | 83.50%-56.2pp | 555.15%-527.8pp | 97.91%-70.6pp |
| Employer contribution / active EE | $2,286 | $3,951-42.2% | $6,162-62.9% | $2,405-5.0% |
| Participant deferral / active EE | $6,403 | $6,437-0.5% | $8,221-22.1% | $4,131+55.0% |
| Admin fee / account holder | $160 | $189-15.0% | $12,045-98.7% | $170-5.4% |