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 | $9,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,939 | $59,186-3.8% | $76,768-25.8% | $56,287+1.2% |
| Participation rate | 63.4% | 75.2%-11.8pp | 77.0%-13.6pp | 69.9%-6.5pp |
| Annual return | -4.15% | 6.62%-10.8pp | 2.43%-6.6pp | -9.96%+5.8pp |
| Employer contribution / active EE | $800 | $1,759-54.5% | $2,485-67.8% | $2,111-62.1% |
| Participant deferral / active EE | $2,811 | $3,255-13.6% | $3,852-27.0% | $3,350-16.1% |
| Admin fee / account holder | $172 | $489-64.8% | $6,675-97.4% | $521-66.9% |