Filed December 25, 2013
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 |
|---|---|---|
Filed as: YOUNT HYDE & BARBOUR, PC Service code 10 · EIN 54-1149263 | Accounting | $7,804 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,150 |
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 | $42,016 | $63,924-34.3% | $108,579-61.3% | $55,167-23.8% |
| Participation rate | 91.0% | 74.3%+16.7pp | 79.6%+11.5pp | 69.0%+22.0pp |
| Annual return | 8.56% | 15.31%-6.7pp | -51.70%+60.3pp | 169.23%-160.7pp |
| Employer contribution / active EE | $2,453 | $1,879+30.5% | $3,758-34.7% | $1,963+25.0% |
| Participant deferral / active EE | $2,420 | $3,067-21.1% | $4,311-43.9% | $3,054-20.8% |
| Admin fee / account holder | $31 | $618-95.0% | $7,645-99.6% | $504-93.9% |