Filed September 15, 2023
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 27 · EIN 47-1411118 2500 YORK ROAD · JAMISON, PA 189291042 | Advisory (Plan) | $35,000 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $26,652 |
Filed as: MULLEN, SONDBERG, WIMBISH & STONE Service code 10 · EIN 52-1197902 888 BESTGATE RD · ANNAPOLIS, MD 214012955 | Accounting | $11,350 |
Filed as: RAFFA RETIREMENT DBA GRP, LLC Service code 27 · EIN 47-1411118 4460 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $5,965 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,345 | $65,557+21.0% | $64,056+23.9% | $71,457+11.0% |
| Participation rate | 93.6% | 73.2%+20.5pp | 72.3%+21.3pp | 67.9%+25.7pp |
| Annual return | 12.09% | 18.94%-6.8pp | 33.69%-21.6pp | 28.85%-16.8pp |
| Employer contribution / active EE | $2,397 | $2,669-10.2% | $2,747-12.7% | $2,588-7.4% |
| Participant deferral / active EE | $5,216 | $3,626+43.9% | $3,880+34.4% | $4,289+21.6% |
| Admin fee / account holder | $247 | $616-59.8% | $3,068-91.9% | $1,587-84.4% |