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 LLC3 years Filed as: THREE BELL CAPITAL, LLC Service code 26 · EIN 45-3567626 | Advisory (Participants) | $23,153 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $20,867 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $17,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,209 | $69,763+49.4% | $67,502+54.4% | $74,495+39.9% |
| Participation rate | 99.2% | 71.4%+27.8pp | 72.9%+26.3pp | 67.2%+32.0pp |
| Annual return | 13.95% | -40.34%+54.3pp | 3512.12%-3498.2pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $6,148 | $2,704+127.4% | $2,731+125.1% | $2,623+134.4% |
| Participant deferral / active EE | $7,298 | $3,636+100.7% | $4,000+82.4% | $4,346+67.9% |
| Admin fee / account holder | $207 | $896-76.9% | $3,998-94.8% | $1,942-89.3% |