Filed July 1, 2016 (most recent of 2 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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $55,578 |
LPL FINANCIAL1 year Service code 27 · EIN 95-2834236 | Advisory (Plan) | $16,667 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,642 | $93,351+5.7% | $62,929+56.8% | $79,634+23.9% |
| Participation rate | 99.6% | 74.6%+25.0pp | 73.1%+26.5pp | 62.5%+37.2pp |
| Annual return | 14.87% | 14.37%+0.5pp | 1063.93%-1049.1pp | 36.46%-21.6pp |
| Employer contribution / active EE | $3,989 | $3,135+27.3% | $2,505+59.3% | $2,529+57.7% |
| Participant deferral / active EE | $6,086 | $3,921+55.2% | $3,888+56.5% | $3,835+58.7% |
| Admin fee / account holder | $70 | $229-69.6% | $5,065-98.6% | $1,002-93.0% |