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, LLP3 years Service code 10 · EIN 48-0567703 | Accounting | $11,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$32,400 |
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 | $103,693 | $70,908+46.2% | $98,907+4.8% | $73,488+41.1% |
| Participation rate | 91.4% | 73.8%+17.7pp | 76.0%+15.4pp | 70.7%+20.8pp |
| Annual return | 11.93% | 34.17%-22.2pp | 196.43%-184.5pp | 28.51%-16.6pp |
| Employer contribution / active EE | $3,607 | $2,036+77.1% | $2,689+34.1% | $2,270+58.9% |
| Participant deferral / active EE | $5,711 | $3,500+63.2% | $4,244+34.6% | $3,740+52.7% |
| Admin fee / account holder | -$95 | $535-117.8% | $6,642-101.4% | $513-118.5% |