Filed April 18, 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 |
|---|---|---|
SAMET & COMPANY PC4+ years Filed as: SAMET & COMPANY, P.C. Service code 10 · EIN 04-3027605 | Accounting | $8,500 |
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 | $129,641 | $73,102+77.3% | $123,544+4.9% | $56,287+130.3% |
| Participation rate | 92.1% | 74.3%+17.8pp | 82.3%+9.8pp | 69.9%+22.2pp |
| Annual return | -5.07% | 3.01%-8.1pp | 119.20%-124.3pp | -9.96%+4.9pp |
| Employer contribution / active EE | $2,412 | $2,977-19.0% | $4,628-47.9% | $2,111+14.3% |
| Participant deferral / active EE | $7,547 | $5,423+39.2% | $6,426+17.5% | $3,350+125.3% |
| Admin fee / account holder | $49 | $554-91.2% | $9,284-99.5% | $521-90.6% |