Filed December 19, 2011 (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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $36,875 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $6,134 |
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 | $39,225 | $66,302-40.8% | $110,238-64.4% | $56,287-30.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | 1.32% | -1.18%+2.5pp | 314.74%-313.4pp | -9.96%+11.3pp |
| Employer contribution / active EE | $1,173 | $2,047-42.7% | $3,826-69.3% | $2,111-44.4% |
| Participant deferral / active EE | $2,568 | $3,381-24.0% | $4,672-45.0% | $3,350-23.3% |
| Admin fee / account holder | $235 | $698-66.4% | $8,547-97.3% | $521-54.9% |