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 LLC3+ years Service code 10 · EIN 20-2621108 | Accounting | $7,500 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $502 |
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 | $92,607 | $74,552+24.2% | $62,995+47.0% | $69,631+33.0% |
| Participation rate | 99.2% | 78.3%+21.0pp | 74.8%+24.4pp | 70.7%+28.5pp |
| Annual return | 14.73% | 15.77%-1.0pp | 87.57%-72.8pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $6,600 | $2,929+125.3% | $2,759+139.2% | $2,032+224.8% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,329-100.0% | $3,224-100.0% |
| Admin fee / account holder | $5 | $59-91.9% | $3,600-99.9% | $110-95.7% |