Filed February 10, 2015
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 15 · EIN 13-1624203 | Recordkeeping | $193,827 |
EICHEN & DIMEGLIO9 years Service code 10 · EIN 11-3320902 | Accounting | $49,400 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $10,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,357 | $113,293+112.2% | $67,502+256.1% | $199,593+20.4% |
| Participation rate | 95.0% | 73.3%+21.7pp | 72.9%+22.1pp | 72.0%+23.0pp |
| Annual return | 12.39% | 15.88%-3.5pp | 3512.12%-3499.7pp | 34.25%-21.9pp |
| Employer contribution / active EE | $6,427 | $3,401+89.0% | $2,731+135.4% | $3,034+111.8% |
| Participant deferral / active EE | $7,254 | $4,159+74.4% | $4,000+81.4% | $5,087+42.6% |
| Admin fee / account holder | $111 | $103+8.0% | $3,998-97.2% | $269-58.8% |