Filed August 8, 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 |
|---|---|---|
PRECEPT ADVISORY GROUP1 year Filed as: PRECEPT ADVISORY GROUP, LLC Service code 16 · EIN 93-0959770 | Consulting | $87,500 |
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $38,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$124,101 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $147,921 | $80,211+84.4% | $74,183+99.4% | $63,975+131.2% |
| Participation rate | 87.7% | 84.2%+3.6pp | 76.6%+11.1pp | 71.1%+16.6pp |
| Annual return | 6.22% | 14.13%-7.9pp | 17.74%-11.5pp | 48.65%-42.4pp |
| Employer contribution / active EE | $3,773 | $2,553+47.8% | $2,370+59.2% | $2,182+73.0% |
| Participant deferral / active EE | $7,919 | $4,370+81.2% | $3,550+123.1% | $3,356+135.9% |
| Admin fee / account holder | $76 | $67+12.7% | $5,586-98.6% | $70+7.5% |