Filed December 2, 2019
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 49 · EIN 31-1582098 | Other Services | $10,395 |
Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 · EIN 77-0573994 | Accounting | $10,140 |
Filed as: MASS MUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,318 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,762 | $55,449+42.0% | $83,848-6.1% | $56,287+39.9% |
| Participation rate | 96.5% | 68.0%+28.5pp | 76.1%+20.4pp | 69.9%+26.7pp |
| Annual return | -5.45% | -1.38%-4.1pp | 850.88%-856.3pp | -9.96%+4.5pp |
| Employer contribution / active EE | $5,738 | $2,430+136.1% | $3,631+58.0% | $2,111+171.8% |
| Participant deferral / active EE | $6,846 | $2,935+133.2% | $4,082+67.7% | $3,350+104.4% |
| Admin fee / account holder | $108 | $656-83.5% | $5,478-98.0% | $521-79.2% |