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 | $1,302,114 |
GROOM LAW GROUP8+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $291,989 |
NEPC, LLC9+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $170,000 |
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $117,353 |
ARY ROEPCKE MULCHAEY, P.C.9+ years Service code 10 · EIN 52-2370901 | Accounting | $114,695 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,010 | $88,686+36.4% | $129,995-6.9% | $96,393+25.5% |
| Participation rate | 71.5% | 78.8%-7.3pp | 78.5%-7.0pp | 71.3%+0.2pp |
| Annual return | 19.97% | 17.57%+2.4pp | -137.18%+157.1pp | 22.88%-2.9pp |
| Employer contribution / active EE | $2,409 | $2,843-15.3% | $4,320-44.2% | $3,238-25.6% |
| Participant deferral / active EE | $5,046 | $4,908+2.8% | $5,820-13.3% | $5,455-7.5% |
| Admin fee / account holder | $56 | $60-5.7% | $10,614-99.5% | $74-23.7% |