Filed December 14, 2011
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 |
|---|---|---|
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $13,581 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $12,197 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,335 |
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 | $65,563 | $65,118+0.7% | $76,768-14.6% | $55,725+17.7% |
| Participation rate | 82.9% | 79.6%+3.3pp | 77.0%+6.0pp | 70.9%+12.1pp |
| Annual return | -2.69% | -1.27%-1.4pp | 2.43%-5.1pp | 244.93%-247.6pp |
| Employer contribution / active EE | $965 | $1,941-50.3% | $2,485-61.2% | $2,078-53.6% |
| Participant deferral / active EE | $3,400 | $3,688-7.8% | $3,852-11.7% | $3,356+1.3% |
| Admin fee / account holder | $160 | $116+38.1% | $6,675-97.6% | $115+38.9% |