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 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $30,250 |
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,041 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $238,804 | $94,833+151.8% | $75,696+215.5% | $86,799+175.1% |
| Participation rate | 92.1% | 79.1%+13.0pp | 74.8%+17.3pp | 72.3%+19.8pp |
| Annual return | 11.82% | 16.91%-5.1pp | 104.53%-92.7pp | 97.91%-86.1pp |
| Employer contribution / active EE | $1,854 | $2,904-36.2% | $2,743-32.4% | $2,405-22.9% |
| Participant deferral / active EE | $7,458 | $3,632+105.3% | $3,821+95.2% | $4,131+80.5% |
| Admin fee / account holder | $28 | $109-74.1% | $3,619-99.2% | $170-83.4% |