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 |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $308,254 |
WISS & COMPANY, LLP3 years Filed as: WISS AND COMPANY, LLC Service code 16 · EIN 22-1732349 | Consulting | $67,500 |
PROSKAUER ROSE LLP2 years Service code 16 · EIN 13-1840454 | Consulting | $47,050 |
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $37,689 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,754 | $68,062+120.0% | $185,823-19.4% | $106,520+40.6% |
| Participation rate | 99.4% | 75.2%+24.2pp | 81.7%+17.7pp | 71.3%+28.1pp |
| Annual return | 13.49% | 18.20%-4.7pp | 122.05%-108.6pp | 19.28%-5.8pp |
| Employer contribution / active EE | $3,884 | $1,997+94.5% | $5,167-24.8% | $2,840+36.7% |
| Participant deferral / active EE | $7,234 | $3,990+81.3% | $5,568+29.9% | $4,948+46.2% |
| Admin fee / account holder | $8 | $53-84.1% | $16,237-99.9% | $75-88.8% |