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 | $186,180 |
FIDUCIENT ADVISORS LLC2 years Service code 70 · EIN 36-4001764 | Consulting Fees | $30,791 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $22,850 |
TIAA7 years Service code 37 · EIN 13-1624203 | Loan Processing | $250 |
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 | $223,925 | $105,179+112.9% | $64,056+249.6% | $80,160+179.3% |
| Participation rate | 65.5% | 73.5%-8.1pp | 72.3%-6.8pp | 72.9%-7.5pp |
| Annual return | 15.60% | 20.34%-4.7pp | 33.69%-18.1pp | 40.38%-24.8pp |
| Employer contribution / active EE | $4,794 | $3,311+44.8% | $2,747+74.6% | $2,978+61.0% |
| Participant deferral / active EE | $6,100 | $4,020+51.7% | $3,880+57.2% | $5,017+21.6% |
| Admin fee / account holder | $72 | $113-36.6% | $3,068-97.7% | $145-50.4% |