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 | $9,075 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $5,447 |
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 | $65,288 | $65,376-0.1% | $87,100-25.0% | $65,185+0.2% |
| Participation rate | 68.9% | 75.3%-6.4pp | 76.9%-8.0pp | 70.2%-1.3pp |
| Annual return | 20.54% | 31.27%-10.7pp | 28.19%-7.7pp | 29.38%-8.8pp |
| Employer contribution / active EE | $933 | $1,822-48.8% | $2,521-63.0% | $2,177-57.2% |
| Participant deferral / active EE | $3,285 | $3,388-3.0% | $4,049-18.9% | $3,514-6.5% |
| Admin fee / account holder | $239 | $520-54.1% | $7,497-96.8% | $847-71.8% |