Filed August 9, 2013 (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 |
|---|---|---|
BDO USA, LLP1+ years Filed as: BDO SIEDMAN, LLP Service code 10 · EIN 13-5381590 | Accounting | $46,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $41,782 |
BENEFITS FUNDING SERVICES GROUP2+ years Service code 16 · EIN 20-8532658 | Consulting | $20,000 |
CROWE LLP2+ years Filed as: CROWE HORWATH, LLC Service code 10 · EIN 35-0921680 | Accounting | $4,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,199 | $80,354-13.9% | $133,980-48.4% | $63,975+8.2% |
| Participation rate | 98.6% | 87.5%+11.1pp | 87.1%+11.6pp | 71.1%+27.5pp |
| Annual return | 11.36% | 13.11%-1.8pp | 29.30%-17.9pp | 48.65%-37.3pp |
| Employer contribution / active EE | $2,722 | $3,503-22.3% | $5,211-47.8% | $2,182+24.8% |
| Participant deferral / active EE | $6,633 | $5,239+26.6% | $6,282+5.6% | $3,356+97.6% |
| Admin fee / account holder | $36 | $69-48.2% | $9,324-99.6% | $70-49.0% |