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 | Float revenue; Finders' fees / placem... | $166,944 |
FORVIS MAZARS, LLP4 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $34,000 |
NATIONAL FINANCIAL SERVICES8+ 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 | $67,726 | $86,897-22.1% | $151,611-55.3% | $64,808+4.5% |
| Participation rate | 99.2% | 87.3%+12.0pp | 87.5%+11.7pp | 71.5%+27.8pp |
| Annual return | -12.90% | -3.57%-9.3pp | 3.33%-16.2pp | 32.82%-45.7pp |
| Employer contribution / active EE | $2,300 | $4,010-42.6% | $6,166-62.7% | $2,506-8.2% |
| Participant deferral / active EE | $6,522 | $6,690-2.5% | $8,363-22.0% | $4,310+51.3% |
| Admin fee / account holder | $152 | $153-0.4% | $11,616-98.7% | $188-18.9% |