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 5-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 | $11,191 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $20 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,269 | $68,408-25.1% | $57,179-10.3% | $57,658-11.1% |
| Participation rate | 84.8% | 79.1%+5.6pp | 75.3%+9.4pp | 70.2%+14.6pp |
| Annual return | 7.03% | 8.51%-1.5pp | 14.59%-7.6pp | 5.13%+1.9pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,682-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,905 | $2,903+0.1% | $3,096-6.2% | $3,061-5.1% |
| Admin fee / account holder | $11 | $70-84.1% | $3,139-99.6% | $95-88.3% |