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 | $182,523 |
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 70 · EIN 20-4751585 | Consulting Fees | $59,816 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $53,599 |
WITHUMSMITH+BROWN, PC1 year Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $10,933 |
TIAA4 years Service code 37 · EIN 13-1624203 | Loan Processing | $525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $239,409 | $105,581+126.8% | $70,449+239.8% | $90,288+165.2% |
| Participation rate | 64.7% | 77.5%-12.8pp | 75.1%-10.3pp | 73.4%-8.6pp |
| Annual return | 14.31% | 14.78%-0.5pp | 109.03%-94.7pp | 53.97%-39.7pp |
| Employer contribution / active EE | $2,508 | $3,304-24.1% | $2,737-8.3% | $2,524-0.6% |
| Participant deferral / active EE | $5,678 | $3,813+48.9% | $3,709+53.1% | $4,232+34.2% |
| Admin fee / account holder | $95 | $68+40.2% | $3,845-97.5% | $114-17.0% |