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) | $54,282 |
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 | $74,356 | $111,608-33.4% | $177,821-58.2% | $73,409+1.3% |
| Participation rate | 97.1% | 87.9%+9.2pp | 87.7%+9.4pp | 72.2%+24.9pp |
| Annual return | 17.31% | 18.23%-0.9pp | 48.32%-31.0pp | 59.29%-42.0pp |
| Employer contribution / active EE | $4,799 | $3,796+26.4% | $5,918-18.9% | $2,234+114.9% |
| Participant deferral / active EE | $4,286 | $6,199-30.9% | $7,714-44.4% | $3,805+12.6% |
| Admin fee / account holder | $266 | $166+60.4% | $12,427-97.9% | $158+68.2% |