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 | $37,673 |
ARY ROEPCKE MULCHAEY, P.C.8+ years Service code 10 · EIN 52-2370901 | Accounting | $11,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,155 | $71,142-30.9% | $119,609-58.9% | $64,808-24.2% |
| Participation rate | 90.5% | 78.6%+11.9pp | 79.3%+11.2pp | 71.5%+19.0pp |
| Annual return | -13.37% | -10.01%-3.4pp | -14.97%+1.6pp | 32.82%-46.2pp |
| Employer contribution / active EE | $1,741 | $2,497-30.3% | $4,232-58.9% | $2,506-30.5% |
| Participant deferral / active EE | $3,267 | $4,490-27.2% | $5,602-41.7% | $4,310-24.2% |
| Admin fee / account holder | $73 | $162-55.2% | $10,323-99.3% | $188-61.3% |