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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $100,461 |
GRANT THORNTON LLP6 years Service code 10 · EIN 36-6055558 | Accounting | $45,150 |
Filed as: CONCURRENT INVESTMENT ADVISORS,LLC Service code 28 · EIN 92-1819393 | Investment Management | $13,125 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 28 · EIN 59-1531281 | 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 | $47,465 | $107,459-55.8% | $135,903-65.1% | $80,160-40.8% |
| Participation rate | 98.9% | 78.0%+20.8pp | 81.9%+17.0pp | 72.9%+25.9pp |
| Annual return | 16.31% | 91.91%-75.6pp | 68.23%-51.9pp | 40.38%-24.1pp |
| Employer contribution / active EE | $6,080 | $3,877+56.8% | $4,856+25.2% | $2,978+104.2% |
| Participant deferral / active EE | $0 | $8,195-100.0% | $7,758-100.0% | $5,017-100.0% |
| Admin fee / account holder | $38 | $127-70.3% | $10,762-99.6% | $145-74.0% |