Filed June 3, 2016
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 |
|---|---|---|
Filed as: CARROLL CONSULTANTS ADVISORS Service code 27 · EIN 45-3943005 1285 DRUMMERS LANE · WAYNE, PA 190871572 | Advisory (Plan) | $16,675 |
TIAA2 years Service code 64 · EIN 13-1426213 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $12,125 |
LOEB1 year Filed as: LOEB & TROOPER LLP Service code 10 · EIN 13-1517563 655 3RD AVENUE · NEW YORK, NY 100175621 | Accounting | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $136,139 | $57,976+134.8% | $62,995+116.1% | $62,292+118.5% |
| Participation rate | 68.2% | 75.9%-7.7pp | 74.8%-6.6pp | 69.5%-1.3pp |
| Annual return | 14.03% | 17.54%-3.5pp | 87.57%-73.5pp | 28.90%-14.9pp |
| Employer contribution / active EE | $4,423 | $2,415+83.2% | $2,759+60.3% | $2,042+116.6% |
| Participant deferral / active EE | $4,568 | $2,956+54.6% | $3,329+37.2% | $3,169+44.2% |
| Admin fee / account holder | $116 | $276-58.0% | $3,600-96.8% | $479-75.8% |