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 |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1426213 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $21,402 |
PKF O'CONNOR DAVIES, LLP3 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 665 5TH AVE · NEW YORK, NY 100225342 | Accounting | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,681 | $60,989+127.4% | $60,874+127.8% | $66,914+107.3% |
| Participation rate | 78.9% | 74.5%+4.5pp | 73.1%+5.8pp | 69.8%+9.1pp |
| Annual return | -12.44% | -9.60%-2.8pp | 16.90%-29.3pp | 1.58%-14.0pp |
| Employer contribution / active EE | $3,676 | $2,661+38.2% | $2,701+36.1% | $2,544+44.5% |
| Participant deferral / active EE | $4,321 | $3,615+19.5% | $3,817+13.2% | $4,237+2.0% |
| Admin fee / account holder | $116 | $338-65.7% | $3,224-96.4% | $593-80.4% |