Filed April 22, 2014 (most recent of 4 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 |
|---|---|---|
Service code 16 · EIN 59-1531281 | Consulting | $46,080 |
CROWE LLP1 year Service code 16 · EIN 35-0921680 | Consulting | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$39,163 |
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 | $98,896 | $65,118+51.9% | $76,768+28.8% | $55,725+77.5% |
| Participation rate | 95.4% | 79.6%+15.8pp | 77.0%+18.5pp | 70.9%+24.6pp |
| Annual return | -4.49% | -1.27%-3.2pp | 2.43%-6.9pp | 244.93%-249.4pp |
| Employer contribution / active EE | $2,963 | $1,941+52.6% | $2,485+19.2% | $2,078+42.6% |
| Participant deferral / active EE | $7,654 | $3,688+107.5% | $3,852+98.7% | $3,356+128.1% |
| Admin fee / account holder | $21 | $116-82.2% | $6,675-99.7% | $115-82.1% |