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.1 year Filed as: PAYCHEX Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,572 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,386 | $35,986+81.7% | $77,482-15.6% | $73,488-11.0% |
| Participation rate | 93.5% | 40.8%+52.6pp | 54.2%+39.3pp | 70.7%+22.8pp |
| Annual return | 12.25% | 19.26%-7.0pp | 54.79%-42.5pp | 28.51%-16.3pp |
| Employer contribution / active EE | $2,005 | $557+259.8% | $986+103.3% | $2,270-11.7% |
| Participant deferral / active EE | $3,664 | $1,198+206.0% | $1,861+96.9% | $3,740-2.0% |
| Admin fee / account holder | $65 | $466-86.1% | $2,858-97.7% | $513-87.4% |