Filed January 7, 2013
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $317,841 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $50,000 |
THOMPSON HINE4 years Service code 10 · EIN 34-0575300 | Accounting | $15,016 |
MCM CPAS & ADVISORS LLP1 year Filed as: MCMCPAS& ADVISOS LP Service code 10 · EIN 27-1235638 | Accounting | $11,200 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,351 | $176,491-59.0% | $95,952-24.6% | $90,288-19.9% |
| Participation rate | 98.7% | 86.6%+12.2pp | 77.1%+21.7pp | 73.4%+25.4pp |
| Annual return | 14.22% | 20.14%-5.9pp | 91.61%-77.4pp | 53.97%-39.8pp |
| Employer contribution / active EE | $1,912 | $2,789-31.4% | $2,541-24.7% | $2,524-24.2% |
| Participant deferral / active EE | $3,585 | $5,340-32.9% | $4,167-14.0% | $4,232-15.3% |
| Admin fee / account holder | $210 | $154+36.6% | $6,795-96.9% | $114+84.6% |