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 PC7+ years Filed as: SAMET & COMPANY, P.C. Service code 10 · EIN 04-3027605 | Accounting | $9,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,046 | $104,475+81.9% | $159,436+19.2% | $79,386+139.4% |
| Participation rate | 93.4% | 76.6%+16.7pp | 82.8%+10.5pp | 70.7%+22.7pp |
| Annual return | 14.44% | 67.95%-53.5pp | 263.57%-249.1pp | 116.85%-102.4pp |
| Employer contribution / active EE | $2,636 | $3,417-22.9% | $4,829-45.4% | $2,427+8.6% |
| Participant deferral / active EE | $8,514 | $6,467+31.7% | $7,352+15.8% | $4,046+110.5% |
| Admin fee / account holder | $31 | $711-95.6% | $10,799-99.7% | $626-95.0% |