Filed January 23, 2013 (most recent of 2 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 |
|---|---|---|
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $15,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,979 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,648 | $57,606-13.8% | $67,313-26.2% | $75,289-34.1% |
| Participation rate | 47.6% | 68.2%-20.6pp | 69.1%-21.5pp | 72.4%-24.8pp |
| Annual return | -4.43% | -0.47%-4.0pp | -4.08%-0.4pp | -0.04%-4.4pp |
| Employer contribution / active EE | $891 | $2,206-59.6% | $2,566-65.3% | $2,405-62.9% |
| Participant deferral / active EE | $1,909 | $3,195-40.3% | $3,568-46.5% | $3,739-48.9% |
| Admin fee / account holder | $8 | $83-90.5% | $4,507-99.8% | $102-92.3% |