Filed November 5, 2018 (most recent of 3 filings on file)
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 |
|---|---|---|
WISS & COMPANY, LLP1 year Filed as: WISS AND COMPANY, LLC Service code 16 · EIN 22-1732349 | Consulting | $97,500 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $61,908 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $1,511 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 37 · EIN 22-1211670 | Loan Processing | $1,375 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,153 | $58,202+118.5% | $172,739-26.4% | $89,569+42.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 18.73% | 61.59%-42.9pp | 802.84%-784.1pp | 34.56%-15.8pp |
| Employer contribution / active EE | $3,778 | $1,759+114.8% | $5,143-26.5% | $2,584+46.2% |
| Participant deferral / active EE | $6,829 | $3,335+104.8% | $5,198+31.4% | $4,220+61.8% |
| Admin fee / account holder | $3 | $53-93.8% | $13,954-100.0% | $72-95.5% |