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 |
|---|---|---|
FORVIS MAZARS, LLP6 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $19,999 |
GREATBANC TRUST COMPANY6 years Filed as: GREATBANC TRUST CO Service code 21 · EIN 36-3681493 | Bank Trustee | $9,784 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,903 | $86,897-58.7% | $151,611-76.3% | $64,808-44.6% |
| Participation rate | 99.6% | 87.3%+12.3pp | 87.5%+12.1pp | 71.5%+28.1pp |
| Annual return | -8.88% | -3.57%-5.3pp | 3.33%-12.2pp | 32.82%-41.7pp |
| Employer contribution / active EE | $3,206 | $4,010-20.0% | $6,166-48.0% | $2,506+28.0% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $30 | $153-80.5% | $11,616-99.7% | $188-84.1% |