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.8+ years Service code 51 620 EDISON ROAD, SUITE 110 · MISHAWAKA, IN 46545 | Investment Mgmt Fees | $20,370 |
Service code 13 · EIN 36-3750335 2920 S. RIVER ROAD, STE 102 · DES PLAINES, IL 60018 | Contract Administrator | $4,900 |
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 | $525,168 | $73,867+611.0% | $143,757+265.3% | $68,494+666.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.60% | 1.01%-14.6pp | -0.04%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $23,591 | $3,184+640.9% | $4,951+376.5% | $2,596+808.7% |
| Participant deferral / active EE | $14,951 | $3,384+341.7% | $5,637+165.2% | $4,027+271.2% |
| Admin fee / account holder | $258 | $5,755-95.5% | $14,673-98.2% | $5,403-95.2% |