Filed January 4, 2018 (most recent of 5 filings on file)
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 |
|---|---|---|
Filed as: ROEHL & YI INVESTMENT ADV LLC Service code 26 · EIN 93-1249395 | Advisory (Participants) | $53,232 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,385 | $80,005-38.3% | $140,016-64.7% | $55,725-11.4% |
| Participation rate | 92.9% | 87.0%+5.9pp | 87.5%+5.4pp | 70.9%+22.1pp |
| Annual return | -6.17% | 0.46%-6.6pp | 651.12%-657.3pp | 244.93%-251.1pp |
| Employer contribution / active EE | $4,007 | $3,403+17.8% | $5,606-28.5% | $2,078+92.8% |
| Participant deferral / active EE | $3,471 | $5,264-34.1% | $6,927-49.9% | $3,356+3.4% |
| Admin fee / account holder | $222 | $116+92.2% | $10,705-97.9% | $115+93.1% |