Filed March 11, 2010
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 12 · EIN 13-3689044 | Participant communication; Shareholde... | $173,512 |
Service code 16 · EIN 20-8874282 | Consulting | $62,535 |
CROWE LLP2 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $27,600 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $60,012 | $101,523-40.9% | $141,162-57.5% | $77,787-22.9% |
| Participation rate | 91.5% | 77.4%+14.1pp | 82.5%+9.0pp | 73.2%+18.3pp |
| Annual return | 25.85% | 56.22%-30.4pp | 71.39%-45.5pp | 32.57%-6.7pp |
| Employer contribution / active EE | $3,250 | $3,341-2.7% | $4,735-31.4% | $2,504+29.8% |
| Participant deferral / active EE | $6,629 | $6,434+3.0% | $6,709-1.2% | $3,967+67.1% |
| Admin fee / account holder | $109 | $92+18.7% | $10,261-98.9% | $100+8.6% |