Filed November 20, 2018 (most recent of 3 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 |
|---|---|---|
DG KRAUSE LLC2+ years Service code 10 · EIN 20-2621108 | Accounting | $15,000 |
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 | $86,220 | $68,408+26.0% | $57,179+50.8% | $57,658+49.5% |
| Participation rate | 96.4% | 79.1%+17.3pp | 75.3%+21.1pp | 70.2%+26.2pp |
| Annual return | 7.08% | 8.51%-1.4pp | 14.59%-7.5pp | 5.13%+1.9pp |
| Employer contribution / active EE | $6,207 | $2,869+116.3% | $2,682+131.4% | $1,974+214.5% |
| Participant deferral / active EE | $0 | $2,903-100.0% | $3,096-100.0% | $3,061-100.0% |
| Admin fee / account holder | $9 | $70-86.6% | $3,139-99.7% | $95-90.1% |