Filed January 31, 2020
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
GOLDMAN SACHS1 year Filed as: GLOBAL CAPITAL PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,165 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,033 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,866 | $48,277+517.0% | $67,511+341.2% | $80,874+268.3% |
| Participation rate | 92.9% | 66.4%+26.6pp | 72.9%+20.1pp | 67.6%+25.3pp |
| Annual return | 12.49% | 18.27%-5.8pp | 3517.41%-3504.9pp | 35.62%-23.1pp |
| Employer contribution / active EE | $10,026 | $2,021+396.1% | $2,733+266.9% | $2,756+263.8% |
| Participant deferral / active EE | $8,406 | $2,926+187.3% | $4,000+110.1% | $4,297+95.6% |
| Admin fee / account holder | $114 | $3,687-96.9% | $3,999-97.2% | $6,935-98.4% |