Filed July 9, 2019 (most recent of 4 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 |
|---|---|---|
TIAA5+ years Service code 65 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Account Maintenance | $87,637 |
CAMMACK LARHETTE ADVISORS6+ years Service code 27 · EIN 20-4668732 40 WALL ST FL 56TH · NEW YORK, NY 100051304 | Advisory (Plan) | $54,122 |
MP P.C.3 years Service code 10 · EIN 04-3191789 ONE MONARCH PLACE SUITE 900 · SPRINGFIELD, MA 011444006 | Accounting | $24,370 |
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 | $161,018 | $84,948+89.5% | $70,449+128.6% | $73,409+119.3% |
| Participation rate | 98.1% | 79.9%+18.2pp | 75.1%+23.1pp | 72.2%+25.9pp |
| Annual return | 12.42% | 13.39%-1.0pp | 109.03%-96.6pp | 59.29%-46.9pp |
| Employer contribution / active EE | $5,127 | $2,834+80.9% | $2,737+87.4% | $2,234+129.5% |
| Participant deferral / active EE | $4,890 | $3,387+44.4% | $3,709+31.9% | $3,805+28.5% |
| Admin fee / account holder | $98 | $980% | $3,845-97.4% | $158-37.8% |