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 | $132,319 |
Service code 16 · EIN 59-1531281 | Consulting | $50,338 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $14,200 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,610 | $130,141-68.0% | $86,677-52.0% | $77,904-46.6% |
| Participation rate | 88.8% | 85.9%+2.8pp | 76.6%+12.2pp | 73.7%+15.1pp |
| Annual return | -17.93% | -12.75%-5.2pp | 35.91%-53.8pp | 12.21%-30.1pp |
| Employer contribution / active EE | $1,630 | $3,220-49.4% | $2,836-42.5% | $2,848-42.8% |
| Participant deferral / active EE | $4,131 | $5,757-28.2% | $4,656-11.3% | $4,806-14.0% |
| Admin fee / account holder | $131 | $132-0.3% | $7,493-98.2% | $133-0.8% |