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 | $96,018+2.7% | $65,493+50.6% | $85,563+15.3% |
| Participation rate | 99.6% | 74.8%+24.8pp | 73.1%+26.5pp | 66.0%+33.7pp |
| Annual return | 14.87% | 14.51%+0.4pp | 982.45%-967.6pp | 31.51%-16.6pp |
| Employer contribution / active EE | $3,989 | $3,235+23.3% | $2,574+55.0% | $2,654+50.3% |
| Participant deferral / active EE | $6,086 | $4,055+50.1% | $3,961+53.6% | $4,375+39.1% |
| Admin fee / account holder | $70 | $271-74.2% | $5,028-98.6% | $834-91.6% |