Filed March 30, 2016
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 |
|---|---|---|
RADIOLOGY, INC.6+ years Service code 51 620 EDISON ROAD, SUITE 110 · MISHAWAKA, IN 46545 | Investment Mgmt Fees | $13,711 |
Service code 13 · EIN 36-3750335 2920 S. RIVER ROAD, STE 102 · DES PLAINES, IL 60018 | Contract Administrator | $6,800 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $486,210 | $58,879+725.8% | $178,490+172.4% | $73,488+561.6% |
| Participation rate | 97.5% | 66.2%+31.3pp | 81.9%+15.6pp | 70.7%+26.9pp |
| Annual return | 11.53% | 24.86%-13.3pp | 151.07%-139.5pp | 28.51%-17.0pp |
| Employer contribution / active EE | $14,289 | $2,236+539.0% | $5,011+185.2% | $2,270+529.4% |
| Participant deferral / active EE | $8,939 | $2,567+248.2% | $5,202+71.8% | $3,740+139.0% |
| Admin fee / account holder | $153 | $400-61.8% | $13,984-98.9% | $513-70.2% |