Filed June 26, 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 |
|---|---|---|
KCOE ISOM, LLP1 year Service code 10 · EIN 48-0567703 | Accounting | $18,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$20,986 |
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 | $113,767 | $58,083+95.9% | $80,019+42.2% | $56,287+102.1% |
| Participation rate | 93.2% | 73.6%+19.6pp | 75.8%+17.4pp | 69.9%+23.4pp |
| Annual return | 6.84% | 34.61%-27.8pp | 11.22%-4.4pp | -9.96%+16.8pp |
| Employer contribution / active EE | $2,139 | $1,932+10.7% | $2,468-13.3% | $2,111+1.3% |
| Participant deferral / active EE | $5,313 | $3,135+69.5% | $3,686+44.2% | $3,350+58.6% |
| Admin fee / account holder | -$14 | $623-102.3% | $6,521-100.2% | $521-102.7% |