Filed August 30, 2013 (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 |
|---|---|---|
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $24,000 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 22 · EIN 36-4291971 | Insurance Broker | $15,833 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,542 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,476 | $79,124-0.8% | $60,874+28.9% | $64,808+21.1% |
| Participation rate | 91.0% | 77.7%+13.2pp | 73.1%+17.8pp | 71.5%+19.5pp |
| Annual return | -10.86% | -7.13%-3.7pp | 16.90%-27.8pp | 32.82%-43.7pp |
| Employer contribution / active EE | $3,160 | $3,050+3.6% | $2,701+17.0% | $2,506+26.1% |
| Participant deferral / active EE | $4,219 | $3,725+13.3% | $3,817+10.5% | $4,310-2.1% |
| Admin fee / account holder | $162 | $106+53.3% | $3,224-95.0% | $188-13.8% |