Filed July 17, 2024
Total covered: 5 employees
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 |
|---|---|---|
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $65,773 |
Filed as: ONEDIGITAL INVETSMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $32,459 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $19,768 |
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 | $183,283 | $96,018+90.9% | $65,493+179.9% | $85,563+114.2% |
| Participation rate | 97.3% | 74.8%+22.4pp | 73.1%+24.2pp | 66.0%+31.3pp |
| Annual return | 15.51% | 14.51%+1.0pp | 982.45%-966.9pp | 31.51%-16.0pp |
| Employer contribution / active EE | $9,837 | $3,235+204.1% | $2,574+282.2% | $2,654+270.7% |
| Participant deferral / active EE | $7,977 | $4,055+96.7% | $3,961+101.4% | $4,375+82.3% |
| Admin fee / account holder | $175 | $271-35.3% | $5,028-96.5% | $834-79.0% |