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.3 years Filed as: YOUNT HYDE & BARBOUR, PC Service code 10 · EIN 54-1149263 | Accounting | $9,400 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,139 |
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 | $58,207 | $66,302-12.2% | $110,238-47.2% | $56,287+3.4% |
| Participation rate | 93.9% | 74.9%+19.0pp | 79.8%+14.1pp | 69.9%+24.1pp |
| Annual return | -5.19% | -1.18%-4.0pp | 314.74%-319.9pp | -9.96%+4.8pp |
| Employer contribution / active EE | $2,446 | $2,047+19.5% | $3,826-36.1% | $2,111+15.9% |
| Participant deferral / active EE | $2,664 | $3,381-21.2% | $4,672-43.0% | $3,350-20.5% |
| Admin fee / account holder | $54 | $698-92.2% | $8,547-99.4% | $521-89.6% |