Filed July 16, 2015
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,489,442 |
NEPC, LLC8+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $170,000 |
GROOM LAW GROUP7+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $164,972 |
ARY ROEPCKE MULCHAEY, P.C.8+ years Service code 10 · EIN 52-2370901 | Accounting | $140,060 |
ERNST & YOUNG LLP8+ years Filed as: ERNST & YOUNG LP Service code 10 · EIN 34-6565596 | Accounting | $130,582 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,240 | $80,242+27.4% | $119,609-14.5% | $89,394+14.4% |
| Participation rate | 74.6% | 78.3%-3.7pp | 79.3%-4.7pp | 71.3%+3.3pp |
| Annual return | -14.55% | -12.97%-1.6pp | -14.97%+0.4pp | -11.89%-2.7pp |
| Employer contribution / active EE | $2,259 | $2,684-15.8% | $4,232-46.6% | $3,022-25.2% |
| Participant deferral / active EE | $4,889 | $4,686+4.3% | $5,602-12.7% | $5,123-4.6% |
| Admin fee / account holder | $58 | $66-13.0% | $10,323-99.4% | $79-27.3% |