Filed May 9, 2016
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 LLP2 years Service code 15 · EIN 35-0921680 | Recordkeeping | $2,250 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $904 |
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 | $70,959 | $55,449+28.0% | $83,848-15.4% | $56,287+26.1% |
| Participation rate | 87.3% | 68.0%+19.3pp | 76.1%+11.2pp | 69.9%+17.4pp |
| Annual return | -5.54% | -1.38%-4.2pp | 850.88%-856.4pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,057 | $2,430-15.4% | $3,631-43.3% | $2,111-2.6% |
| Participant deferral / active EE | $4,303 | $2,935+46.6% | $4,082+5.4% | $3,350+28.5% |
| Admin fee / account holder | $25 | $656-96.2% | $5,478-99.5% | $521-95.3% |