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 | $192,537 |
FIDUCIENT ADVISORS LLC3 years Service code 70 · EIN 36-4001764 | Consulting Fees | $95,130 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $17,000 |
TIAA8 years Service code 37 · EIN 13-1624203 | Loan Processing | $175 |
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 | $244,483 | $113,293+115.8% | $67,502+262.2% | $199,593+22.5% |
| Participation rate | 67.9% | 73.3%-5.4pp | 72.9%-5.0pp | 72.0%-4.1pp |
| Annual return | 13.67% | 15.88%-2.2pp | 3512.12%-3498.5pp | 34.25%-20.6pp |
| Employer contribution / active EE | $6,085 | $3,401+78.9% | $2,731+122.8% | $3,034+100.6% |
| Participant deferral / active EE | $7,654 | $4,159+84.0% | $4,000+91.4% | $5,087+50.5% |
| Admin fee / account holder | $88 | $103-13.9% | $3,998-97.8% | $269-67.2% |