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, LLP5+ years Service code 10 · EIN 27-1728945 | Accounting | $29,195 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,890 |
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 | $211,633 | $84,948+149.1% | $70,449+200.4% | $73,409+188.3% |
| Participation rate | 97.7% | 79.9%+17.8pp | 75.1%+22.7pp | 72.2%+25.6pp |
| Annual return | 11.51% | 13.39%-1.9pp | 109.03%-97.5pp | 59.29%-47.8pp |
| Employer contribution / active EE | $6,270 | $2,834+121.3% | $2,737+129.1% | $2,234+180.7% |
| Participant deferral / active EE | $7,214 | $3,387+113.0% | $3,709+94.5% | $3,805+89.6% |
| Admin fee / account holder | $25 | $98-74.3% | $3,845-99.3% | $158-84.0% |