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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $34,588 |
KCOE ISOM, LLP5 years Service code 10 · EIN 94-2222122 | Accounting | $13,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,828 | $72,607+21.0% | $90,749-3.2% | $66,914+31.3% |
| Participation rate | 93.2% | 73.7%+19.5pp | 75.7%+17.5pp | 69.8%+23.4pp |
| Annual return | -17.55% | -12.28%-5.3pp | -12.16%-5.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $5,089 | $2,369+114.8% | $2,921+74.2% | $2,544+100.0% |
| Participant deferral / active EE | $6,502 | $3,977+63.5% | $4,564+42.5% | $4,237+53.5% |
| Admin fee / account holder | $196 | $707-72.4% | $8,445-97.7% | $593-67.0% |