Filed May 1, 2020 (most recent of 3 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $241,379 |
FIDUCIENT ADVISORS LLC4 years Service code 70 · EIN 36-4001764 | Consulting Fees | $49,216 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $21,000 |
TIAA9 years Service code 37 · EIN 13-1624203 | Loan Processing | $75 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,932 | $115,444+114.8% | $65,493+278.6% | $102,872+141.0% |
| Participation rate | 73.8% | 71.2%+2.7pp | 73.1%+0.7pp | 73.0%+0.8pp |
| Annual return | 14.50% | 15.94%-1.4pp | 982.45%-967.9pp | 19.06%-4.6pp |
| Employer contribution / active EE | $6,148 | $3,409+80.3% | $2,574+138.8% | $3,526+74.3% |
| Participant deferral / active EE | $7,728 | $4,118+87.6% | $3,961+95.1% | $5,535+39.6% |
| Admin fee / account holder | $87 | $123-29.3% | $5,028-98.3% | $292-70.2% |