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 | $44,820 |
CROW HOLDINGS CAPITAL4+ years Filed as: CROW HORWATH LLP Service code 16 · EIN 35-0921680 | Consulting | $13,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,528 |
Form 5500 reported that benefits due were not provided when due.
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 | $109,250 | $73,404+48.8% | $87,100+25.4% | $67,579+61.7% |
| Participation rate | 95.9% | 80.9%+15.1pp | 76.9%+19.1pp | 71.3%+24.7pp |
| Annual return | 24.36% | 48.29%-23.9pp | 28.19%-3.8pp | 378.56%-354.2pp |
| Employer contribution / active EE | $3,071 | $2,014+52.5% | $2,521+21.8% | $2,148+43.0% |
| Participant deferral / active EE | $7,892 | $3,913+101.7% | $4,049+94.9% | $3,539+123.0% |
| Admin fee / account holder | $21 | $142-85.0% | $7,497-99.7% | $142-85.1% |