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 |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Service code 17 · EIN 20-4668732 | Pension Consulting | $20,533 |
QUINNIPIAC UNIVERSITY1+ years Service code 10 · EIN 06-0646701 | Accounting | $9,000 |
LITTLER MENDELSON, P.C.1+ years Service code 29 · EIN 94-2602731 | Legal | $7,767 |
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 | $85,458 | $67,166+27.2% | $57,343+49.0% | $55,191+54.8% |
| Participation rate | 96.7% | 77.7%+19.0pp | 75.1%+21.6pp | 69.2%+27.5pp |
| Annual return | 3.85% | 4.22%-0.4pp | 24.39%-20.5pp | 10.78%-6.9pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $6,795 | $2,835+139.7% | $3,162+114.9% | $3,046+123.1% |
| Admin fee / account holder | $29 | $44-33.6% | $3,356-99.1% | $91-68.1% |