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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 16 · EIN 59-1531281 | Consulting | $27,180 |
CROWE LLP5+ years Filed as: CROWE HORWATH LLP Service code 16 · EIN 35-0921680 | Consulting | $13,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,474 |
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 | $40,606 | $105,247-61.4% | $87,100-53.4% | $77,787-47.8% |
| Participation rate | 93.2% | 85.8%+7.4pp | 76.9%+16.3pp | 73.2%+20.0pp |
| Annual return | 21.23% | 24.52%-3.3pp | 28.19%-7.0pp | 32.57%-11.3pp |
| Employer contribution / active EE | $1,508 | $2,895-47.9% | $2,521-40.2% | $2,504-39.8% |
| Participant deferral / active EE | $3,832 | $5,060-24.3% | $4,049-5.4% | $3,967-3.4% |
| Admin fee / account holder | $24 | $104-77.1% | $7,497-99.7% | $100-76.1% |