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 | $30,790 |
KCOE ISOM, LLP6 years Service code 10 · EIN 94-2222122 | Accounting | $14,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,998 | $71,516+55.2% | $98,439+12.8% | $71,457+55.3% |
| Participation rate | 88.0% | 72.7%+15.3pp | 75.2%+12.9pp | 67.9%+20.1pp |
| Annual return | 14.08% | 32.41%-18.3pp | 21.16%-7.1pp | 28.85%-14.8pp |
| Employer contribution / active EE | $5,611 | $2,399+133.9% | $3,048+84.1% | $2,588+116.8% |
| Participant deferral / active EE | $6,573 | $4,109+60.0% | $4,738+38.7% | $4,289+53.3% |
| Admin fee / account holder | $196 | $1,675-88.3% | $8,948-97.8% | $1,587-87.6% |