Filed March 24, 2015 (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 |
|---|---|---|
GROEN, KLUKA & COMPANY, P.C.4+ years Service code 10 · EIN 38-2527196 | Accounting | $20,175 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,560 |
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 | $110,356 | $62,267+77.2% | $110,238+0.1% | $55,725+98.0% |
| Participation rate | 95.6% | 78.1%+17.5pp | 79.8%+15.8pp | 70.9%+24.7pp |
| Annual return | -2.92% | -1.07%-1.8pp | 314.74%-317.7pp | 244.93%-247.8pp |
| Employer contribution / active EE | $7,900 | $1,941+306.9% | $3,826+106.5% | $2,078+280.2% |
| Participant deferral / active EE | $5,830 | $3,516+65.8% | $4,672+24.8% | $3,356+73.7% |
| Admin fee / account holder | $3 | $121-97.8% | $8,547-100.0% | $115-97.7% |