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, LLP4 years Service code 10 · EIN 48-0567703 | Accounting | $12,250 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,178 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,044 | $79,428+28.5% | $106,548-4.2% | $79,386+28.5% |
| Participation rate | 94.5% | 74.1%+20.3pp | 76.1%+18.3pp | 70.7%+23.8pp |
| Annual return | 20.44% | 18.27%+2.2pp | 26.80%-6.4pp | 116.85%-96.4pp |
| Employer contribution / active EE | $3,740 | $2,234+67.4% | $2,819+32.7% | $2,427+54.1% |
| Participant deferral / active EE | $6,039 | $3,823+58.0% | $4,398+37.3% | $4,046+49.3% |
| Admin fee / account holder | $68 | $523-87.0% | $7,407-99.1% | $626-89.2% |