Filed September 20, 2011
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, LLP1+ years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $12,384 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$12,449 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,500 | $80,177-25.8% | $123,892-52.0% | $57,658+3.2% |
| Participation rate | 68.1% | 74.4%-6.4pp | 81.4%-13.3pp | 70.2%-2.1pp |
| Annual return | 11.15% | 17.90%-6.8pp | 47.52%-36.4pp | 5.13%+6.0pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $8,662 | $5,130+68.8% | $5,984+44.7% | $3,061+183.0% |
| Admin fee / account holder | $17 | $106-84.4% | $8,357-99.8% | $95-82.5% |