Filed January 13, 2015 (most recent of 2 filings on file)
Total covered: 71 employees
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $44,341 |
NYSARC, INC CHAPTER1 year Service code 10 · EIN 13-5596746 | Accounting | $42,550 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $26,970 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 06-1050034 | Accounting | $15,800 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,817 | $46,292+27.1% | $143,757-59.1% | $64,808-9.2% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -17.66% | -10.05%-7.6pp | -0.04%-17.6pp | 32.82%-50.5pp |
| Employer contribution / active EE | $11,840 | $1,910+520.0% | $4,951+139.1% | $2,506+372.5% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $280 | $154+82.0% | $14,673-98.1% | $188+49.1% |