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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $19,045 |
Filed as: SANSIVERI, KIMBALL & CO. LLP Service code 99 · EIN 05-0255779 | Other Fees | $10,200 |
Service code 99 · EIN 04-2530412 | Other Fees | $6,170 |
TIAA2 years Service code 99 · EIN 13-1624203 | Other Fees | $3,490 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $125,218 | $51,620+142.6% | $90,281+38.7% | $65,185+92.1% |
| Participation rate | 92.1% | 68.6%+23.4pp | 73.3%+18.8pp | 70.2%+21.9pp |
| Annual return | 17.37% | 24.94%-7.6pp | 78.10%-60.7pp | 29.38%-12.0pp |
| Employer contribution / active EE | $7 | $2,235-99.7% | $2,854-99.8% | $2,177-99.7% |
| Participant deferral / active EE | $7,530 | $2,871+162.3% | $3,885+93.8% | $3,514+114.3% |
| Admin fee / account holder | $74 | $384-80.8% | $5,351-98.6% | $847-91.3% |