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 | $25,690 |
Filed as: BANCO POPULAR DE PUERTO Service code 21 · EIN 66-0561870 | Bank Trustee | $16,511 |
ARY ROEPCKE MULCHAEY, P.C.9+ years Service code 10 · EIN 52-2370901 | Accounting | $8,005 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $5,990 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,172 | $91,372-33.1% | $129,995-52.9% | $74,419-17.8% |
| Participation rate | 89.2% | 77.8%+11.4pp | 78.5%+10.7pp | 70.7%+18.4pp |
| Annual return | 21.66% | 23.21%-1.5pp | -137.18%+158.8pp | 34.38%-12.7pp |
| Employer contribution / active EE | $1,835 | $2,563-28.4% | $4,320-57.5% | $2,637-30.4% |
| Participant deferral / active EE | $3,350 | $4,721-29.0% | $5,820-42.4% | $4,528-26.0% |
| Admin fee / account holder | $75 | $283-73.7% | $10,614-99.3% | $348-78.6% |