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 |
|---|---|---|
THREE BELL CAPITAL LLC2 years Filed as: THREE BELL CAPITAL, LLC Service code 26 · EIN 45-3567626 | Advisory (Participants) | $22,050 |
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $15,226 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $15,225 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $3,199 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,117 | $65,557+25.3% | $64,056+28.2% | $71,457+14.9% |
| Participation rate | 99.1% | 73.2%+26.0pp | 72.3%+26.8pp | 67.9%+31.2pp |
| Annual return | 17.38% | 18.94%-1.6pp | 33.69%-16.3pp | 28.85%-11.5pp |
| Employer contribution / active EE | $6,149 | $2,669+130.4% | $2,747+123.9% | $2,588+137.6% |
| Participant deferral / active EE | $7,276 | $3,626+100.7% | $3,880+87.5% | $4,289+69.6% |
| Admin fee / account holder | $157 | $616-74.5% | $3,068-94.9% | $1,587-90.1% |