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 | $40,837 |
ARY ROEPCKE MULCHAEY, P.C.11+ years Service code 10 · EIN 52-2370901 | Accounting | $5,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,408 | $108,549-19.5% | $156,263-44.1% | $85,563+2.2% |
| Participation rate | 85.9% | 77.1%+8.8pp | 78.9%+7.0pp | 66.0%+19.9pp |
| Annual return | 21.41% | 21.79%-0.4pp | 59.47%-38.1pp | 31.51%-10.1pp |
| Employer contribution / active EE | $1,828 | $2,690-32.0% | $4,333-57.8% | $2,654-31.1% |
| Participant deferral / active EE | $3,369 | $4,800-29.8% | $6,158-45.3% | $4,375-23.0% |
| Admin fee / account holder | $67 | $650-89.7% | $14,255-99.5% | $834-92.0% |