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 LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $6,134 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,794 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,233 | $65,435-3.4% | $86,677-27.0% | $66,914-5.5% |
| Participation rate | 83.7% | 75.5%+8.3pp | 76.6%+7.1pp | 69.8%+13.9pp |
| Annual return | -13.38% | -10.89%-2.5pp | 35.91%-49.3pp | 1.58%-15.0pp |
| Employer contribution / active EE | $1,197 | $2,153-44.4% | $2,836-57.8% | $2,544-52.9% |
| Participant deferral / active EE | $3,546 | $4,100-13.5% | $4,656-23.8% | $4,237-16.3% |
| Admin fee / account holder | $76 | $642-88.2% | $7,493-99.0% | $593-87.2% |