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.6+ years Service code 10 · EIN 38-2527196 | Accounting | $10,900 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $5,410 |
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 | $99,916 | $82,783+20.7% | $133,956-25.4% | $90,288+10.7% |
| Participation rate | 90.3% | 81.3%+9.0pp | 79.8%+10.4pp | 73.4%+16.9pp |
| Annual return | 15.12% | 21.89%-6.8pp | 45.09%-30.0pp | 53.97%-38.8pp |
| Employer contribution / active EE | $2,595 | $2,388+8.7% | $3,919-33.8% | $2,524+2.8% |
| Participant deferral / active EE | $4,046 | $4,291-5.7% | $5,048-19.8% | $4,232-4.4% |
| Admin fee / account holder | $4 | $93-95.2% | $8,927-99.9% | $114-96.1% |