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 | $1,409,073 |
GROOM LAW GROUP9+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $273,564 |
ERNST & YOUNG LLP2 years Service code 10 · EIN 34-6565596 | Accounting | $169,004 |
NEPC, LLC10+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $150,000 |
ARY ROEPCKE MULCHAEY, P.C.10+ years Service code 10 · EIN 52-2370901 | Accounting | $122,010 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,022 | $96,807+52.9% | $164,813-10.2% | $106,382+39.1% |
| Participation rate | 72.2% | 79.1%-6.9pp | 78.6%-6.4pp | 69.9%+2.4pp |
| Annual return | 16.46% | 17.39%-0.9pp | 69.93%-53.5pp | 17.37%-0.9pp |
| Employer contribution / active EE | $2,534 | $2,888-12.3% | $4,341-41.6% | $3,364-24.7% |
| Participant deferral / active EE | $5,323 | $5,055+5.3% | $6,031-11.8% | $5,569-4.4% |
| Admin fee / account holder | $66 | $66+0.4% | $12,690-99.5% | $79-16.7% |