Filed January 24, 2014 (most recent of 5 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 |
|---|---|---|
CROWE LLP1+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $41,400 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$333,594 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,741 | $46,516+11.2% | $147,614-64.9% | $69,651-25.7% |
| Participation rate | 91.4% | 65.8%+25.6pp | 84.6%+6.8pp | 66.6%+24.9pp |
| Annual return | 1.54% | 9.48%-7.9pp | 61.98%-60.4pp | 53.77%-52.2pp |
| Employer contribution / active EE | $1,395 | $1,393+0.1% | $5,564-74.9% | $2,241-37.7% |
| Participant deferral / active EE | $4,491 | $2,719+65.1% | $4,895-8.3% | $3,635+23.5% |
| Admin fee / account holder | -$26 | $45-159.1% | $11,611-100.2% | $63-141.9% |