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 10 · EIN 13-4008322 | Accounting | $810,634 |
TIAA5 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $307,987 |
BALLARD SPAHR LLP1 year Service code 29 1735 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $180,437 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 2222 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $117,358 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $116,521 | $145,906-20.1% | $67,502+72.6% | $106,382+9.5% |
| Participation rate | 83.1% | 67.1%+16.0pp | 72.9%+10.3pp | 69.9%+13.3pp |
| Annual return | 12.67% | 15.10%-2.4pp | 3512.12%-3499.5pp | 17.37%-4.7pp |
| Employer contribution / active EE | $3,070 | $6,028-49.1% | $2,731+12.4% | $3,364-8.7% |
| Participant deferral / active EE | $2,852 | $5,093-44.0% | $4,000-28.7% | $5,569-48.8% |
| Admin fee / account holder | $89 | $38+135.4% | $3,998-97.8% | $79+12.4% |