Filed October 23, 2015
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 | Recordkeeping | $96,892 |
FLEXPATH STRATEGIES, LLC3 years Service code 27 · EIN 46-4782313 | Advisory (Plan) | $37,954 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $13,393 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,813 | $47,126+215.8% | $149,673-0.6% | $74,419+100.0% |
| Participation rate | 96.0% | 63.4%+32.6pp | 78.8%+17.2pp | 70.7%+25.2pp |
| Annual return | 16.07% | 22.75%-6.7pp | 134.42%-118.3pp | 34.38%-18.3pp |
| Employer contribution / active EE | $13,672 | $1,905+617.6% | $4,818+183.8% | $2,637+418.4% |
| Participant deferral / active EE | $8,338 | $2,728+205.7% | $5,680+46.8% | $4,528+84.1% |
| Admin fee / account holder | $227 | $343-33.7% | $13,210-98.3% | $348-34.6% |