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 | $28,580 |
KCOE ISOM, LLP8 years Service code 10 · EIN 94-2222122 | Accounting | $16,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,722 | $84,556+85.3% | $116,228+34.8% | $74,304+110.9% |
| Participation rate | 91.7% | 66.0%+25.7pp | 74.6%+17.2pp | 60.3%+31.4pp |
| Annual return | 13.24% | 18.35%-5.1pp | 90.06%-76.8pp | 29.43%-16.2pp |
| Employer contribution / active EE | $4,819 | $2,168+122.3% | $2,994+60.9% | $2,241+115.0% |
| Participant deferral / active EE | $6,704 | $3,814+75.8% | $4,953+35.3% | $3,767+78.0% |
| Admin fee / account holder | $188 | $3,792-95.0% | $11,989-98.4% | $2,969-93.7% |