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 LLC4+ years Service code 10 · EIN 20-2621108 | Accounting | $7,720 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $150 |
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 | $45,712 | $70,083-34.8% | $59,878-23.7% | $55,725-18.0% |
| Participation rate | 95.0% | 78.4%+16.6pp | 74.7%+20.3pp | 70.9%+24.1pp |
| Annual return | -2.94% | 3.13%-6.1pp | 3.46%-6.4pp | 244.93%-247.9pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,722-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,099 | $3,079+33.2% | $3,402+20.5% | $3,356+22.2% |
| Admin fee / account holder | $8 | $70-88.2% | $3,590-99.8% | $115-92.8% |