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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $26,930 |
THREE BELL CAPITAL LLC4 years Filed as: THREE BELL CAPITAL, LLC Service code 26 · EIN 45-3567626 | Advisory (Participants) | $24,310 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $18,196 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,933 | $67,984+79.4% | $65,493+86.2% | $74,304+64.1% |
| Participation rate | 99.2% | 66.3%+32.8pp | 73.1%+26.1pp | 60.3%+38.8pp |
| Annual return | 15.57% | 19.87%-4.3pp | 982.45%-966.9pp | 29.43%-13.9pp |
| Employer contribution / active EE | $6,599 | $2,491+164.9% | $2,574+156.4% | $2,241+194.5% |
| Participant deferral / active EE | $7,552 | $3,346+125.7% | $3,961+90.7% | $3,767+100.5% |
| Admin fee / account holder | $239 | $1,373-82.6% | $5,028-95.3% | $2,969-92.0% |