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 PC5+ years Filed as: SAMET & COMPANY, P.C. Service code 10 · EIN 04-3027605 | Accounting | $8,750 |
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 | $157,689 | $89,652+75.9% | $141,162+11.7% | $65,185+141.9% |
| Participation rate | 91.8% | 74.7%+17.1pp | 82.5%+9.3pp | 70.2%+21.6pp |
| Annual return | 21.23% | 32.79%-11.6pp | 71.39%-50.2pp | 29.38%-8.2pp |
| Employer contribution / active EE | $2,291 | $3,065-25.3% | $4,735-51.6% | $2,177+5.2% |
| Participant deferral / active EE | $7,796 | $5,691+37.0% | $6,709+16.2% | $3,514+121.9% |
| Admin fee / account holder | $35 | $569-93.8% | $10,261-99.7% | $847-95.9% |