Filed May 20, 2016
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 |
|---|---|---|
PHILLIPS LYTLE LLP1+ years Service code 28 · EIN 16-0505790 | Investment Management | $14,756 |
LUMSDEN & MCCORMICK LLP1+ years Service code 10 · EIN 16-0765486 | Accounting | $10,400 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,040 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $144,754 | $68,408+111.6% | $57,179+153.2% | $57,658+151.1% |
| Participation rate | 98.2% | 79.1%+19.0pp | 75.3%+22.8pp | 70.2%+27.9pp |
| Annual return | 1.00% | 8.51%-7.5pp | 14.59%-13.6pp | 5.13%-4.1pp |
| Employer contribution / active EE | $4,513 | $2,869+57.3% | $2,682+68.2% | $1,974+128.6% |
| Participant deferral / active EE | $5,035 | $2,903+73.4% | $3,096+62.6% | $3,061+64.5% |
| Admin fee / account holder | $20 | $70-70.8% | $3,139-99.4% | $95-78.5% |