Filed November 20, 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 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $9,188 |
THREE BELL CAPITAL LLC1 year Filed as: THREE BELL CAPITAL, LLC Service code 26 · EIN 45-3567626 4 MAIN STREET · LOS ALTOS, CA 940222998 | Advisory (Participants) | $5,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,111 | $60,989+18.2% | $60,874+18.5% | $66,914+7.8% |
| Participation rate | 99.2% | 74.5%+24.7pp | 73.1%+26.0pp | 69.8%+29.3pp |
| Annual return | -15.11% | -9.60%-5.5pp | 16.90%-32.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $5,698 | $2,661+114.2% | $2,701+110.9% | $2,544+124.0% |
| Participant deferral / active EE | $6,321 | $3,615+74.9% | $3,817+65.6% | $4,237+49.2% |
| Admin fee / account holder | $41 | $338-88.0% | $3,224-98.7% | $593-93.2% |