Filed May 6, 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 |
|---|---|---|
PAYCHEX, INC.4+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,053 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,373 | $28,109+68.5% | $71,086-33.4% | $56,287-15.8% |
| Participation rate | 98.0% | 40.4%+57.6pp | 54.7%+43.4pp | 69.9%+28.2pp |
| Annual return | -2.77% | -615.05%+612.3pp | 650.59%-653.4pp | -9.96%+7.2pp |
| Employer contribution / active EE | $1,768 | $558+217.0% | $1,088+62.5% | $2,111-16.3% |
| Participant deferral / active EE | $3,262 | $1,116+192.3% | $1,874+74.0% | $3,350-2.6% |
| Admin fee / account holder | $67 | $585-88.6% | $3,082-97.8% | $521-87.2% |