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 UNIVERSITY6+ years Service code 10 · EIN 06-0646701 | Accounting | $27,215 |
CAMMACK LARHETTE ADVISORS6+ years Service code 17 · EIN 13-3052851 | Pension Consulting | $22,400 |
Service code 29 · EIN 68-0115281 | Legal | $13,736 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,596 | $105,581+17.1% | $70,449+75.4% | $90,288+36.9% |
| Participation rate | 97.1% | 77.5%+19.6pp | 75.1%+22.0pp | 73.4%+23.7pp |
| Annual return | 13.66% | 14.78%-1.1pp | 109.03%-95.4pp | 53.97%-40.3pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,737-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $7,267 | $3,813+90.6% | $3,709+95.9% | $4,232+71.7% |
| Admin fee / account holder | $41 | $68-39.7% | $3,845-98.9% | $114-64.3% |