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 37 · EIN 04-2647786 | Loan Processing | $72,622 |
Service code 16 · EIN 59-1531281 | Consulting | $21,662 |
CROWE LLP5 years Service code 16 · EIN 35-0921680 | Consulting | $14,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,338 | $72,254+48.6% | $86,677+23.8% | $64,808+65.6% |
| Participation rate | 95.5% | 80.4%+15.1pp | 76.6%+18.9pp | 71.5%+24.0pp |
| Annual return | -16.80% | 392.42%-409.2pp | 35.91%-52.7pp | 32.82%-49.6pp |
| Employer contribution / active EE | $3,443 | $2,393+43.9% | $2,836+21.4% | $2,506+37.4% |
| Participant deferral / active EE | $9,598 | $4,658+106.0% | $4,656+106.2% | $4,310+122.7% |
| Admin fee / account holder | $128 | $174-26.3% | $7,493-98.3% | $188-31.7% |