Filed November 2, 2021
Total covered: 2 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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $305,977 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $102,307 |
SCHULTE ROTH & ZABEL LLP8 years Service code 29 · EIN 13-2633996 | Legal | $76,850 |
BST & CO. CPA'S LLP8 years Service code 10 · EIN 14-1442607 | Accounting | $42,754 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $150,380 | $113,293+32.7% | $67,502+122.8% | $199,593-24.7% |
| Participation rate | 55.0% | 73.3%-18.3pp | 72.9%-17.9pp | 72.0%-17.0pp |
| Annual return | 12.79% | 15.88%-3.1pp | 3512.12%-3499.3pp | 34.25%-21.5pp |
| Employer contribution / active EE | $3,715 | $3,401+9.3% | $2,731+36.1% | $3,034+22.4% |
| Participant deferral / active EE | $2,807 | $4,159-32.5% | $4,000-29.8% | $5,087-44.8% |
| Admin fee / account holder | $209 | $103+104.3% | $3,998-94.8% | $269-22.1% |