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 |
|---|---|---|
YOUNT, HYDE & BARBOUR, P.C.2 years Filed as: YOUNT HYDE & BARBOUR, PC Service code 10 · EIN 54-1149263 | Accounting | $8,586 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,664 |
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 | $52,717 | $71,192-26.0% | $117,854-55.3% | $62,292-15.4% |
| Participation rate | 92.2% | 74.2%+18.0pp | 79.7%+12.6pp | 69.5%+22.7pp |
| Annual return | 21.19% | 18.66%+2.5pp | 335.08%-313.9pp | 28.90%-7.7pp |
| Employer contribution / active EE | $2,382 | $1,934+23.2% | $3,786-37.1% | $2,042+16.6% |
| Participant deferral / active EE | $2,406 | $3,189-24.6% | $4,482-46.3% | $3,169-24.1% |
| Admin fee / account holder | $36 | $587-93.8% | $8,020-99.5% | $479-92.4% |