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 | $1,413,583 |
ARY ROEPCKE MULCHAEY, P.C.11+ years Service code 10 · EIN 52-2370901 | Accounting | $162,841 |
ERNST & YOUNG LLP3 years Service code 10 · EIN 34-6565596 | Accounting | $151,125 |
NEPC, LLC11+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $145,492 |
GROOM LAW GROUP10+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $144,664 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,353 | $140,769+16.0% | $156,263+4.5% | $140,769+16.0% |
| Participation rate | 71.7% | 74.2%-2.4pp | 78.9%-7.2pp | 74.2%-2.4pp |
| Annual return | 24.56% | 16.82%+7.7pp | 59.47%-34.9pp | 16.82%+7.7pp |
| Employer contribution / active EE | $2,470 | $3,906-36.8% | $4,333-43.0% | $3,906-36.8% |
| Participant deferral / active EE | $5,110 | $6,717-23.9% | $6,158-17.0% | $6,717-23.9% |
| Admin fee / account holder | $59 | $229-74.2% | $14,255-99.6% | $229-74.2% |