Filed November 26, 2019 (most recent of 4 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 |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $45,000 |
PKF O'CONNOR DAVIES, LLP10+ years Service code 10 · EIN 27-1728945 | Accounting | $38,813 |
BOUTWELL FAY LLP1 year Service code 29 · EIN 33-0802931 | Legal | $5,565 |
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,850 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,856 | $96,018+173.8% | $65,493+301.3% | $85,563+207.2% |
| Participation rate | 97.6% | 74.8%+22.7pp | 73.1%+24.5pp | 66.0%+31.6pp |
| Annual return | 12.89% | 14.51%-1.6pp | 982.45%-969.6pp | 31.51%-18.6pp |
| Employer contribution / active EE | $8,195 | $3,235+153.3% | $2,574+218.3% | $2,654+208.8% |
| Participant deferral / active EE | $9,728 | $4,055+139.9% | $3,961+145.6% | $4,375+122.3% |
| Admin fee / account holder | $81 | $271-70.2% | $5,028-98.4% | $834-90.3% |