Filed September 21, 2022
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 |
|---|---|---|
RAICH ENDE MALTER & CO. LLP1 year Filed as: RAICH ENDE MALTER CO LLC Service code 10 · EIN 11-2336434 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Accounting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,504 | $69,362+57.9% | $101,248+8.2% | $73,488+49.0% |
| Participation rate | 69.5% | 68.4%+1.1pp | 75.8%-6.3pp | 70.7%-1.2pp |
| Annual return | 24.69% | 18.46%+6.2pp | 46.47%-21.8pp | 28.51%-3.8pp |
| Employer contribution / active EE | $2,563 | $2,628-2.5% | $3,660-30.0% | $2,270+12.9% |
| Participant deferral / active EE | $5,438 | $3,300+64.8% | $4,370+24.4% | $3,740+45.4% |
| Admin fee / account holder | $112 | $704-84.1% | $5,945-98.1% | $513-78.2% |