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 LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $19,611 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,306 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,668 | $79,171-17.1% | $102,423-35.9% | $74,495-11.8% |
| Participation rate | 82.0% | 74.8%+7.2pp | 76.5%+5.5pp | 67.2%+14.8pp |
| Annual return | 12.49% | 54.93%-42.4pp | 29.32%-16.8pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,206 | $2,362-48.9% | $3,023-60.1% | $2,623-54.0% |
| Participant deferral / active EE | $3,275 | $4,415-25.8% | $5,053-35.2% | $4,346-24.6% |
| Admin fee / account holder | $117 | $2,001-94.2% | $9,451-98.8% | $1,942-94.0% |