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 Service code 10 · EIN 35-0921680 | Accounting | $13,613 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $12,663 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,609 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,184 | $73,404-3.0% | $87,100-18.3% | $67,579+5.3% |
| Participation rate | 85.0% | 80.9%+4.2pp | 76.9%+8.2pp | 71.3%+13.8pp |
| Annual return | 17.05% | 48.29%-31.2pp | 28.19%-11.1pp | 378.56%-361.5pp |
| Employer contribution / active EE | $1,009 | $2,014-49.9% | $2,521-60.0% | $2,148-53.0% |
| Participant deferral / active EE | $3,453 | $3,913-11.7% | $4,049-14.7% | $3,539-2.4% |
| Admin fee / account holder | $211 | $142+49.0% | $7,497-97.2% | $142+48.3% |