Filed February 25, 2011 (most recent of 5 filings on file)
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 |
|---|---|---|
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $24,150 |
BENEFIT FUNDING SERVICES GROUP9+ years Service code 16 · EIN 20-8532658 | Consulting | $12,500 |
FID INV INST OPS CO10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$395,815 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,042 | $73,283-44.0% | $155,509-73.6% | $106,382-61.4% |
| Participation rate | 96.4% | 73.3%+23.1pp | 78.2%+18.2pp | 69.9%+26.5pp |
| Annual return | 14.89% | 15.77%-0.9pp | 64.67%-49.8pp | 17.37%-2.5pp |
| Employer contribution / active EE | $4,915 | $2,247+118.7% | $4,672+5.2% | $3,364+46.1% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $5,626-100.0% | $5,569-100.0% |
| Admin fee / account holder | -$29 | $56-151.8% | $15,912-100.2% | $79-136.7% |