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 UNIVERSITY3+ years Service code 10 · EIN 06-0646701 | Accounting | $26,067 |
CAMMACK LARHETTE ADVISORS3+ years Service code 17 · EIN 20-4668732 | Pension Consulting | $22,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $100,996 | $92,091+9.7% | $62,995+60.3% | $77,958+29.6% |
| Participation rate | 98.1% | 74.5%+23.7pp | 74.8%+23.3pp | 71.6%+26.5pp |
| Annual return | 16.12% | 16.23%-0.1pp | 87.57%-71.4pp | 20.87%-4.7pp |
| Employer contribution / active EE | $0 | $3,424-100.0% | $2,759-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $6,847 | $3,361+103.7% | $3,329+105.7% | $3,537+93.6% |
| Admin fee / account holder | $36 | $48-25.2% | $3,600-99.0% | $97-63.2% |