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 | $29,270 |
ARY ROEPCKE MULCHAEY, P.C.10+ years Service code 10 · EIN 52-2370901 | Accounting | $10,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,850 | $89,436-20.8% | $164,813-57.0% | $77,643-8.7% |
| Participation rate | 86.5% | 78.6%+7.8pp | 78.6%+7.9pp | 70.6%+15.9pp |
| Annual return | 15.99% | 28.83%-12.8pp | 69.93%-53.9pp | 31.24%-15.2pp |
| Employer contribution / active EE | $1,841 | $2,569-28.3% | $4,341-57.6% | $2,726-32.5% |
| Participant deferral / active EE | $3,409 | $4,897-30.4% | $6,031-43.5% | $4,647-26.6% |
| Admin fee / account holder | $56 | $339-83.5% | $12,690-99.6% | $430-87.0% |