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, LLP2 years Service code 10 · EIN 48-0567703 | Accounting | $18,650 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$30,117 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,979 | $66,310+37.2% | $93,606-2.8% | $65,185+39.6% |
| Participation rate | 89.7% | 74.0%+15.7pp | 75.8%+13.8pp | 70.2%+19.5pp |
| Annual return | 4.96% | 42.58%-37.6pp | 32.76%-27.8pp | 29.38%-24.4pp |
| Employer contribution / active EE | $3,302 | $2,012+64.1% | $2,718+21.5% | $2,177+51.7% |
| Participant deferral / active EE | $5,411 | $3,342+61.9% | $4,069+33.0% | $3,514+54.0% |
| Admin fee / account holder | -$52 | $6,897-100.7% | $7,888-100.7% | $847-106.1% |