Filed March 31, 2016
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 |
|---|---|---|
CROWE LLP3 years Filed as: CROWE HORWATH, LLP Service code 10 320 E JEFFERSON BLVD · SOUTH BEND, IN 46601 | Accounting | $11,177 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,660 | $122,239-10.3% | $184,203-40.5% | $74,495+47.2% |
| Participation rate | 99.1% | 85.5%+13.6pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 10.65% | 19.95%-9.3pp | 28.81%-18.2pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $3,915 | $4,537-13.7% | $6,427-39.1% | $2,623+49.3% |
| Participant deferral / active EE | $9,198 | $7,139+28.8% | $9,131+0.7% | $4,346+111.6% |
| Admin fee / account holder | $66 | $1,260-94.8% | $13,901-99.5% | $1,942-96.6% |