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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $95,415 |
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $33,353 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $16,042 |
RYE COUNTRY DAY SCHOOL2 years Service code 30 · EIN 13-1740484 | Employee (plan); Other fees | $0 |
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 | $222,792 | $96,018+132.0% | $65,493+240.2% | $85,563+160.4% |
| Participation rate | 94.5% | 74.8%+19.6pp | 73.1%+21.4pp | 66.0%+28.5pp |
| Annual return | 14.95% | 14.51%+0.4pp | 982.45%-967.5pp | 31.51%-16.6pp |
| Employer contribution / active EE | $7,009 | $3,235+116.6% | $2,574+172.3% | $2,654+164.1% |
| Participant deferral / active EE | $10,468 | $4,055+158.2% | $3,961+164.3% | $4,375+139.3% |
| Admin fee / account holder | $268 | $271-0.8% | $5,028-94.7% | $834-67.8% |