Filed November 15, 2012
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 |
|---|---|---|
KKDLY LLC1 year Service code 10 · EIN 99-0292355 | Accounting | $14,062 |
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 | $184,932 | $57,976+219.0% | $62,995+193.6% | $62,292+196.9% |
| Participation rate | 98.3% | 75.9%+22.4pp | 74.8%+23.5pp | 69.5%+28.8pp |
| Annual return | 14.84% | 17.54%-2.7pp | 87.57%-72.7pp | 28.90%-14.1pp |
| Employer contribution / active EE | $7,720 | $2,415+219.7% | $2,759+179.8% | $2,042+278.0% |
| Participant deferral / active EE | $9,070 | $2,956+206.8% | $3,329+172.4% | $3,169+186.2% |
| Admin fee / account holder | $67 | $276-75.5% | $3,600-98.1% | $479-85.9% |