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 | Participant loan processing; Float re... | $117,864 |
FORVIS MAZARS, LLP5 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $37,440 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,705 | $100,227-24.5% | $169,993-55.5% | $74,419+1.7% |
| Participation rate | 98.1% | 87.3%+10.8pp | 87.0%+11.1pp | 70.7%+27.4pp |
| Annual return | 14.42% | 66.08%-51.7pp | 53.37%-39.0pp | 34.38%-20.0pp |
| Employer contribution / active EE | $2,541 | $4,263-40.4% | $6,785-62.5% | $2,637-3.6% |
| Participant deferral / active EE | $7,323 | $7,143+2.5% | $10,408-29.6% | $4,528+61.7% |
| Admin fee / account holder | $120 | $234-49.0% | $12,815-99.1% | $348-65.6% |