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 LLP3 years Service code 15 · EIN 35-0921680 | Recordkeeping | $1,700 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,201 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,800 | $86,332-8.7% | $125,175-37.0% | $65,185+20.9% |
| Participation rate | 91.1% | 75.3%+15.7pp | 79.8%+11.3pp | 70.2%+20.9pp |
| Annual return | 17.65% | 27.43%-9.8pp | 43.79%-26.1pp | 29.38%-11.7pp |
| Employer contribution / active EE | $2,283 | $2,040+11.9% | $3,865-41.0% | $2,177+4.9% |
| Participant deferral / active EE | $5,386 | $3,537+52.3% | $4,937+9.1% | $3,514+53.3% |
| Admin fee / account holder | $19 | $609-96.8% | $9,702-99.8% | $847-97.7% |