Filed October 6, 2009 (most recent of 6 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 |
|---|---|---|
FRANK J. SVRCEK1+ years Service code 11 · EIN 46-3246285 FRANK SVRCEK ACTUARY · SAN JOSE, CA 95136 | Actuarial | $42,943 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $33,059 |
CROWE LLP1+ years Filed as: CROWE HORWATH, LLP Service code 10 · EIN 35-0921680 330 EAST JEFFERSON BOULEVARD · SOUTH BEND, IN 46624 | Accounting | $18,507 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | 0.23% | -1.13%+1.4pp | -0.81%+1.0pp | 2.81%-2.6pp |
| Employer contribution / active EE | $40,936 | $14,981+173.2% | $38,425+6.5% | $16,358+150.2% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |