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 | $31,033 |
KCOE ISOM, LLP7 years Service code 10 · EIN 94-2222122 | Accounting | $16,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,644 | $78,485+99.6% | $106,213+47.5% | $74,495+110.3% |
| Participation rate | 87.0% | 72.8%+14.2pp | 75.3%+11.7pp | 67.2%+19.8pp |
| Annual return | 26.65% | 15.95%+10.7pp | 116.14%-89.5pp | 1364.94%-1338.3pp |
| Employer contribution / active EE | $5,152 | $2,523+104.2% | $3,171+62.4% | $2,623+96.4% |
| Participant deferral / active EE | $6,777 | $4,322+56.8% | $5,016+35.1% | $4,346+55.9% |
| Admin fee / account holder | $223 | $2,232-90.0% | $11,033-98.0% | $1,942-88.5% |