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 LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $40,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,511 | $67,598-17.9% | $75,886-26.9% | $77,787-28.6% |
| Participation rate | 47.8% | 69.6%-21.7pp | 69.3%-21.5pp | 73.2%-25.4pp |
| Annual return | 15.54% | 23.18%-7.6pp | 30.76%-15.2pp | 32.57%-17.0pp |
| Employer contribution / active EE | $1,022 | $2,430-57.9% | $2,500-59.1% | $2,504-59.2% |
| Participant deferral / active EE | $2,199 | $3,502-37.2% | $3,603-39.0% | $3,967-44.6% |
| Admin fee / account holder | $21 | $96-78.7% | $5,418-99.6% | $100-79.5% |