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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $12,506 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $9,211 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,175 |
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 | $79,950 | $79,519+0.5% | $95,952-16.7% | $73,409+8.9% |
| Participation rate | 84.8% | 81.2%+3.7pp | 77.1%+7.8pp | 72.2%+12.7pp |
| Annual return | 13.40% | 19.20%-5.8pp | 91.61%-78.2pp | 59.29%-45.9pp |
| Employer contribution / active EE | $1,074 | $2,048-47.6% | $2,541-57.8% | $2,234-51.9% |
| Participant deferral / active EE | $3,510 | $4,138-15.2% | $4,167-15.8% | $3,805-7.8% |
| Admin fee / account holder | $136 | $184-26.2% | $6,795-98.0% | $158-13.9% |