Filed November 30, 2014 (most recent of 4 filings on file)
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 |
|---|---|---|
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $12,611 |
CAMMACK LARHETTE ADVISORS3 years Service code 16 · EIN 20-4668732 | Consulting | $9,933 |
COASTAL PENSION SERVICES2 years Filed as: COASTAL PENSION SERVICES, INC Service code 13 · EIN 52-1053785 | Contract Administrator | $5,275 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $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 | $84,432 | $105,581-20.0% | $70,449+19.8% | $90,288-6.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.1%+24.9pp | 73.4%+26.6pp |
| Annual return | 14.39% | 14.78%-0.4pp | 109.03%-94.6pp | 53.97%-39.6pp |
| Employer contribution / active EE | $7,845 | $3,304+137.4% | $2,737+186.7% | $2,524+210.8% |
| Participant deferral / active EE | $0 | $3,813-100.0% | $3,709-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $68-100.0% | $3,845-100.0% | $114-100.0% |