Filed June 13, 2016 (most recent of 5 filings on file)
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 |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $3,012 |
GBQ PARTNERS1 year Service code 10 · EIN 20-2122306 230 WEST STREET · COLUMBUS, OH 43215 | Accounting | $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 | $28,390 | $48,835-41.9% | $170,442-83.3% | $177,276-84.0% |
| Participation rate | 99.0% | 72.1%+26.9pp | 83.6%+15.4pp | 74.8%+24.1pp |
| Annual return | 16.91% | 19.44%-2.5pp | 205.93%-189.0pp | 21.25%-4.3pp |
| Employer contribution / active EE | $3,575 | $1,798+98.8% | $5,433-34.2% | $2,479+44.2% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $4,939-100.0% | $3,881-100.0% |
| Admin fee / account holder | $0 | $52-99.7% | $13,880-100.0% | $154-99.9% |