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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $716,172 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $16,713 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,937 | $68,330+11.1% | $149,673-49.3% | $96,393-21.2% |
| Participation rate | 93.8% | 74.6%+19.2pp | 78.8%+15.0pp | 71.3%+22.5pp |
| Annual return | 20.75% | 29.64%-8.9pp | 134.42%-113.7pp | 22.88%-2.1pp |
| Employer contribution / active EE | $2,210 | $2,139+3.3% | $4,818-54.1% | $3,238-31.8% |
| Participant deferral / active EE | $7,292 | $4,422+64.9% | $5,680+28.4% | $5,455+33.7% |
| Admin fee / account holder | $37 | $52-29.8% | $13,210-99.7% | $74-50.6% |