Filed June 3, 2016
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1426213 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $21,657 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 665 5TH AVE · NEW YORK, NY 100225342 | Accounting | $10,500 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 200 GALLERIA PKWY SE STE 1950 · ATLANTA, GA 30339 | Advisory (Plan) | $6,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,640 | $74,706+123.1% | $75,696+120.1% | $79,386+109.9% |
| Participation rate | 84.6% | 75.3%+9.2pp | 74.8%+9.7pp | 70.7%+13.9pp |
| Annual return | 14.29% | 18.52%-4.2pp | 104.53%-90.2pp | 116.85%-102.6pp |
| Employer contribution / active EE | $4,300 | $2,590+66.0% | $2,743+56.8% | $2,427+77.1% |
| Participant deferral / active EE | $4,681 | $3,533+32.5% | $3,821+22.5% | $4,046+15.7% |
| Admin fee / account holder | $114 | $374-69.5% | $3,619-96.8% | $626-81.8% |