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 |
|---|---|---|
TIAA8 years Service code 64 · EIN 13-1426213 | Recordkeeping Fees | $22,782 |
PKF O'CONNOR DAVIES, LLP4 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $12,600 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 26 · EIN 43-1451524 | Advisory (Participants) | $8,500 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $4,250 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $3,346 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,418 | $65,557+137.1% | $64,056+142.6% | $71,457+117.5% |
| Participation rate | 84.8% | 73.2%+11.7pp | 72.3%+12.5pp | 67.9%+16.9pp |
| Annual return | 15.27% | 18.94%-3.7pp | 33.69%-18.4pp | 28.85%-13.6pp |
| Employer contribution / active EE | $4,114 | $2,669+54.1% | $2,747+49.8% | $2,588+59.0% |
| Participant deferral / active EE | $5,132 | $3,626+41.5% | $3,880+32.3% | $4,289+19.7% |
| Admin fee / account holder | $131 | $616-78.7% | $3,068-95.7% | $1,587-91.7% |