Filed May 18, 2020 (most recent of 2 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 |
|---|---|---|
QUINNIPIAC UNIVERSITY2+ years Service code 10 · EIN 06-0646701 | Accounting | $37,641 |
CAMMACK LARHETTE ADVISORS2+ years Service code 17 · EIN 20-4668732 | Pension Consulting | $33,587 |
DKC RETIREMENT ASSOCIATES2+ years Filed as: DKC RETIREMENT ASSOCIATES LLC Service code 16 · EIN 04-4380569 | Consulting | $8,900 |
Participant contribution per participant 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 | $98,313 | $85,199+15.4% | $57,179+71.9% | $63,975+53.7% |
| Participation rate | 98.9% | 74.0%+24.8pp | 75.3%+23.5pp | 71.1%+27.7pp |
| Annual return | 7.21% | 10.43%-3.2pp | 14.59%-7.4pp | 48.65%-41.4pp |
| Employer contribution / active EE | $6,056 | $3,446+75.7% | $2,682+125.8% | $2,182+177.6% |
| Participant deferral / active EE | $1,350 | $3,109-56.6% | $3,096-56.4% | $3,356-59.8% |
| Admin fee / account holder | $42 | $39+8.9% | $3,139-98.7% | $70-40.3% |