Filed October 8, 2021 (most recent of 4 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 |
|---|---|---|
COHNREZNICK LLP1 year Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 350 CHURCH ST · HARTFORD, CT 061031136 | Accounting | $16,800 |
CAPFINANCIAL PARTNERS LLC2 years Service code 26 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 276095734 | Advisory (Participants) | $8,207 |
TIAA5 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $4,234 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,561 | $65,557+125.1% | $64,056+130.4% | $71,457+106.5% |
| Participation rate | 99.1% | 73.2%+26.0pp | 72.3%+26.8pp | 67.9%+31.2pp |
| Annual return | 14.44% | 18.94%-4.5pp | 33.69%-19.2pp | 28.85%-14.4pp |
| Employer contribution / active EE | $4,949 | $2,669+85.4% | $2,747+80.2% | $2,588+91.2% |
| Participant deferral / active EE | $6,553 | $3,626+80.7% | $3,880+68.9% | $4,289+52.8% |
| Admin fee / account holder | $92 | $616-85.0% | $3,068-97.0% | $1,587-94.2% |