Filed October 20, 2014
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 |
|---|---|---|
CLARK NUBER6 years Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $22,500 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $741 |
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 | $199,720 | $69,763+186.3% | $67,502+195.9% | $74,495+168.1% |
| Participation rate | 99.4% | 71.4%+28.0pp | 72.9%+26.5pp | 67.2%+32.2pp |
| Annual return | 12.31% | -40.34%+52.7pp | 3512.12%-3499.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $9,327 | $2,704+244.9% | $2,731+241.5% | $2,623+255.6% |
| Participant deferral / active EE | $8,499 | $3,636+133.8% | $4,000+112.5% | $4,346+95.6% |
| Admin fee / account holder | $50 | $896-94.4% | $3,998-98.8% | $1,942-97.4% |