Filed January 29, 2014
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 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $1,079,723 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW & KRAUSE,LLP Service code 10 · EIN 39-0859910 | Accounting | $24,250 |
MERCER1 year Filed as: MERCER HR SERVICES,LLC Service code 11 · EIN 20-1932099 | Actuarial | $24,167 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $108,372 | $139,268-22.2% | $177,821-39.1% | $106,222+2.0% |
| Participation rate | 98.3% | 91.6%+6.7pp | 87.7%+10.6pp | 70.8%+27.5pp |
| Annual return | 14.78% | 17.20%-2.4pp | 48.32%-33.5pp | 21.69%-6.9pp |
| Employer contribution / active EE | $4,634 | $4,832-4.1% | $5,918-21.7% | $2,723+70.2% |
| Participant deferral / active EE | $7,144 | $7,227-1.1% | $7,714-7.4% | $4,600+55.3% |
| Admin fee / account holder | $58 | $97-40.3% | $12,427-99.5% | $78-26.3% |