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 14 · EIN 04-2647786 | Plan Administrator | $121,965 |
Service code 16 · EIN 59-1531281 | Consulting | $50,572 |
CROWE LLP4 years Service code 16 · EIN 35-0921680 | Consulting | $13,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,602 | $144,996-61.7% | $111,297-50.0% | $93,030-40.2% |
| Participation rate | 86.9% | 86.2%+0.7pp | 77.3%+9.6pp | 73.9%+13.0pp |
| Annual return | 13.77% | 18.26%-4.5pp | 54.65%-40.9pp | 158.70%-144.9pp |
| Employer contribution / active EE | $1,518 | $3,056-50.3% | $2,731-44.4% | $2,706-43.9% |
| Participant deferral / active EE | $3,919 | $5,587-29.9% | $4,487-12.7% | $4,562-14.1% |
| Admin fee / account holder | $130 | $103+25.2% | $7,964-98.4% | $152-14.6% |