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 |
|---|---|---|
O'CONNOR DAVIES, LLP9+ years Service code 10 · EIN 27-1728945 | Accounting | $68,875 |
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,122 |
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 | $228,950 | $83,884+172.9% | $64,056+257.4% | $74,419+207.7% |
| Participation rate | 97.7% | 76.6%+21.1pp | 72.3%+25.4pp | 70.7%+27.0pp |
| Annual return | 13.40% | 16.57%-3.2pp | 33.69%-20.3pp | 34.38%-21.0pp |
| Employer contribution / active EE | $6,239 | $3,084+102.3% | $2,747+127.1% | $2,637+136.5% |
| Participant deferral / active EE | $8,510 | $3,692+130.5% | $3,880+119.3% | $4,528+87.9% |
| Admin fee / account holder | $60 | $196-69.4% | $3,068-98.0% | $348-82.7% |