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 | $8,161 |
TIAA7 years Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Other Fees | $5,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,703 | $48,795+69.5% | $65,493+26.3% | $84,808-2.5% |
| Participation rate | 65.8% | 67.0%-1.2pp | 73.1%-7.3pp | 68.3%-2.5pp |
| Annual return | 12.75% | 20.20%-7.5pp | 982.45%-969.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,091 | $2,928+5.5% | $3,961-22.0% | $4,212-26.6% |
| Admin fee / account holder | $88 | $3,877-97.7% | $5,028-98.2% | $7,344-98.8% |