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 | $230,607 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 70 | Consulting Fees | $46,276 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $15,500 |
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 70 · EIN 20-4751585 | Consulting Fees | $14,759 |
WITHUMSMITH+BROWN, PC2 years Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $6,535 |
WOLF & COMPANY, P.C.1 year Filed as: WOLF & COMPANY PC Service code 10 · EIN 04-2689883 | Accounting | $5,685 |
TIAA5 years Service code 37 · EIN 13-1624203 | Loan Processing | $675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,929 | $120,057+116.5% | $75,696+243.4% | $93,030+179.4% |
| Participation rate | 62.2% | 77.3%-15.1pp | 74.8%-12.6pp | 73.9%-11.7pp |
| Annual return | 13.16% | 19.62%-6.5pp | 104.53%-91.4pp | 158.70%-145.5pp |
| Employer contribution / active EE | $2,532 | $3,253-22.2% | $2,743-7.7% | $2,706-6.4% |
| Participant deferral / active EE | $5,755 | $4,089+40.7% | $3,821+50.6% | $4,562+26.1% |
| Admin fee / account holder | $98 | $81+20.5% | $3,619-97.3% | $152-35.3% |