Filed February 10, 2015
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 |
|---|---|---|
EICHEN & DIMEGLIO1 year Service code 10 · EIN 11-3320902 | Accounting | $21,800 |
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 | $125,871 | $85,199+47.7% | $57,179+120.1% | $63,975+96.8% |
| Participation rate | 85.0% | 74.0%+11.0pp | 75.3%+9.7pp | 71.1%+13.9pp |
| Annual return | 6.46% | 10.43%-4.0pp | 14.59%-8.1pp | 48.65%-42.2pp |
| Employer contribution / active EE | $6,273 | $3,446+82.0% | $2,682+133.9% | $2,182+187.5% |
| Participant deferral / active EE | $3,798 | $3,109+22.2% | $3,096+22.7% | $3,356+13.2% |
| Admin fee / account holder | $12 | $39-69.3% | $3,139-99.6% | $70-83.2% |