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 |
|---|---|---|
Service code 26 · EIN 04-3422848 | Advisory (Participants) | $78,750 |
PFK O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $36,590 |
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $16,464 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,696 | $91,762+167.8% | $67,502+264.0% | $77,643+216.4% |
| Participation rate | 97.3% | 75.9%+21.4pp | 72.9%+24.5pp | 70.6%+26.8pp |
| Annual return | 11.44% | 14.87%-3.4pp | 3512.12%-3500.7pp | 31.24%-19.8pp |
| Employer contribution / active EE | $8,781 | $3,181+176.0% | $2,731+221.5% | $2,726+222.1% |
| Participant deferral / active EE | $10,494 | $3,903+168.9% | $4,000+162.4% | $4,647+125.8% |
| Admin fee / account holder | $111 | $176-36.8% | $3,998-97.2% | $430-74.2% |