Filed July 19, 2017
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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $129,125 |
GRANT THORNTON LLP7 years Service code 10 · EIN 36-6055558 | Accounting | $47,250 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LLC Service code 28 · EIN 92-1819393 | Investment Management | $8,750 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,969 | $122,186-62.4% | $146,958-68.7% | $199,593-77.0% |
| Participation rate | 99.6% | 78.3%+21.3pp | 82.2%+17.4pp | 72.0%+27.6pp |
| Annual return | 12.98% | 30.56%-17.6pp | 418.34%-405.4pp | 34.25%-21.3pp |
| Employer contribution / active EE | $5,771 | $4,093+41.0% | $4,933+17.0% | $3,034+90.2% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $34 | $179-80.7% | $12,998-99.7% | $269-87.2% |