Filed November 30, 2013 (most recent of 2 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 27 · EIN 35-2552359 | Advisory (Plan) | $42,794 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,338 |
Filed as: SVA CERTIFIED PUBLIC Service code 10 · EIN 39-1203191 | Accounting | $6,375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,633 | $69,362+39.3% | $101,248-4.6% | $73,488+31.5% |
| Participation rate | 91.9% | 68.4%+23.6pp | 75.8%+16.1pp | 70.7%+21.3pp |
| Annual return | 19.24% | 18.46%+0.8pp | 46.47%-27.2pp | 28.51%-9.3pp |
| Employer contribution / active EE | $695 | $2,628-73.6% | $3,660-81.0% | $2,270-69.4% |
| Participant deferral / active EE | $3,020 | $3,300-8.5% | $4,370-30.9% | $3,740-19.2% |
| Admin fee / account holder | $382 | $704-45.8% | $5,945-93.6% | $513-25.6% |