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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1426213 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $15,152 |
BKD, LLP2 years Service code 10 · EIN 44-0160260 655 3RD AVENUE · NEW YORK, NY 100175621 | Accounting | $9,360 |
GREENLEAF TRUST1 year Filed as: GREENLEAF ADVISORS Service code 27 · EIN 47-1303673 286 BROAD STREET · RED BANK, NJ 077012003 | Advisory (Plan) | $8,591 |
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 | $139,503 | $60,795+129.5% | $69,455+100.9% | $65,185+114.0% |
| Participation rate | 92.8% | 74.9%+17.9pp | 74.6%+18.2pp | 70.2%+22.6pp |
| Annual return | 18.82% | 17.46%+1.4pp | 28.97%-10.2pp | 29.38%-10.6pp |
| Employer contribution / active EE | $4,693 | $2,452+91.4% | $2,779+68.9% | $2,177+115.6% |
| Participant deferral / active EE | $5,194 | $3,162+64.3% | $3,535+46.9% | $3,514+47.8% |
| Admin fee / account holder | $103 | $314-67.0% | $3,839-97.3% | $847-87.8% |