Filed August 1, 2018
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Filed as: BLACK POINT WEALTH MGMT- J HARRIS Service code 99 · EIN 87-3671331 849 7TH AVE STE 201 · NAPLES, FL 341026711 | Other Fees | $8,460 |
TIAA6 years Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Other Fees | $5,117 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,144 | $48,230+68.2% | $67,502+20.2% | $80,856+0.4% |
| Participation rate | 78.0% | 66.4%+11.7pp | 72.9%+5.2pp | 67.6%+10.4pp |
| Annual return | 16.67% | 18.28%-1.6pp | 3512.12%-3495.5pp | 35.59%-18.9pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,237 | $2,924+10.7% | $4,000-19.1% | $4,296-24.7% |
| Admin fee / account holder | $86 | $3,681-97.7% | $3,998-97.9% | $6,918-98.8% |