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 9-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 & DIMEGLIO2 years Service code 10 · EIN 11-3320902 | Accounting | $24,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,407 | $92,091+22.1% | $62,995+78.4% | $77,958+44.2% |
| Participation rate | 18.4% | 74.5%-56.0pp | 74.8%-56.4pp | 71.6%-53.2pp |
| Annual return | 13.85% | 16.23%-2.4pp | 87.57%-73.7pp | 20.87%-7.0pp |
| Employer contribution / active EE | $0 | $3,424-100.0% | $2,759-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,453 | $3,361-56.8% | $3,329-56.3% | $3,537-58.9% |
| Admin fee / account holder | $23 | $48-51.3% | $3,600-99.4% | $97-76.0% |