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.5 years Filed as: YOUNT HYDE & BARBOUR, PC Service code 10 · EIN 54-1149263 | Accounting | $10,650 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,729 |
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 | $74,634 | $78,419-4.8% | $133,956-44.3% | $73,409+1.7% |
| Participation rate | 93.0% | 78.6%+14.4pp | 79.8%+13.2pp | 72.2%+20.8pp |
| Annual return | 21.44% | 33.35%-11.9pp | 45.09%-23.7pp | 59.29%-37.9pp |
| Employer contribution / active EE | $2,322 | $2,044+13.6% | $3,919-40.7% | $2,234+4.0% |
| Participant deferral / active EE | $3,124 | $3,925-20.4% | $5,048-38.1% | $3,805-17.9% |
| Admin fee / account holder | $53 | $161-66.9% | $8,927-99.4% | $158-66.2% |