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, LLP2+ years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $7,738 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,182 |
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 | $78,133 | $155,795-49.8% | $136,294-42.7% | $69,631+12.2% |
| Participation rate | 52.5% | 75.2%-22.7pp | 81.9%-29.4pp | 70.7%-18.1pp |
| Annual return | 22.99% | 232464.33%-232441.3pp | 5155.94%-5132.9pp | 27571.02%-27548.0pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,554 | $5,394+21.5% | $6,247+4.9% | $3,224+103.3% |
| Admin fee / account holder | $9 | $128-92.8% | $9,243-99.9% | $110-91.6% |