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, LLP4+ years Service code 10 · EIN 27-1728945 | Accounting | $28,375 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $600 |
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 | $194,179 | $95,542+103.2% | $69,455+179.6% | $67,579+187.3% |
| Participation rate | 97.5% | 79.4%+18.2pp | 74.6%+22.9pp | 71.3%+26.3pp |
| Annual return | 16.00% | 17.67%-1.7pp | 28.97%-13.0pp | 378.56%-362.6pp |
| Employer contribution / active EE | $6,345 | $2,989+112.3% | $2,779+128.3% | $2,148+195.4% |
| Participant deferral / active EE | $6,590 | $3,263+102.0% | $3,535+86.4% | $3,539+86.2% |
| Admin fee / account holder | $24 | $90-73.6% | $3,839-99.4% | $142-83.4% |