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 |
|---|---|---|
PKF O'CONNOR DAVIES, LLP1+ years Service code 10 · EIN 27-1728945 | Accounting | $17,381 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $66 |
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 | $187,408 | $68,408+174.0% | $57,179+227.8% | $57,658+225.0% |
| Participation rate | 95.9% | 79.1%+16.8pp | 75.3%+20.6pp | 70.2%+25.7pp |
| Annual return | 41.50% | 8.51%+33.0pp | 14.59%+26.9pp | 5.13%+36.4pp |
| Employer contribution / active EE | $5,535 | $2,869+92.9% | $2,682+106.4% | $1,974+180.4% |
| Participant deferral / active EE | $3,257 | $2,903+12.2% | $3,096+5.2% | $3,061+6.4% |
| Admin fee / account holder | $16 | $70-76.6% | $3,139-99.5% | $95-82.8% |