Filed February 7, 2022 (most recent of 2 filings on file)
Total covered: 9 employees
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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $80,916 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $41,799 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $15,500 |
RYE COUNTRY DAY SCHOOL1 year Service code 30 · EIN 13-1740484 | Other fees; Employee (plan) | $13,650 |
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 | $203,312 | $91,621+121.9% | $67,511+201.2% | $77,671+161.8% |
| Participation rate | 94.8% | 76.0%+18.9pp | 72.9%+22.0pp | 70.6%+24.3pp |
| Annual return | 12.79% | 14.87%-2.1pp | 3517.41%-3504.6pp | 31.21%-18.4pp |
| Employer contribution / active EE | $6,728 | $3,184+111.3% | $2,733+146.2% | $2,726+146.8% |
| Participant deferral / active EE | $9,743 | $3,906+149.4% | $4,000+143.6% | $4,648+109.6% |
| Admin fee / account holder | $285 | $176+61.9% | $3,999-92.9% | $430-33.7% |