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 PC8+ years Filed as: SAMET & COMPANY, P.C. Service code 10 · EIN 04-3027605 | Accounting | $9,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,447 | $84,487+85.2% | $125,339+24.8% | $66,914+133.8% |
| Participation rate | 99.2% | 76.4%+22.8pp | 82.4%+16.8pp | 69.8%+29.4pp |
| Annual return | -14.12% | -8.39%-5.7pp | 572.05%-586.2pp | 1.58%-15.7pp |
| Employer contribution / active EE | $2,810 | $3,553-20.9% | $4,814-41.6% | $2,544+10.5% |
| Participant deferral / active EE | $9,051 | $6,781+33.5% | $7,446+21.6% | $4,237+113.6% |
| Admin fee / account holder | $31 | $685-95.5% | $10,010-99.7% | $593-94.8% |