Filed May 18, 2020 (most recent of 2 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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $71,881 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Investment Management | $33,600 |
QUINNIPIAC UNIVERSITY10+ years Service code 49 · EIN 06-0646701 275 MOUNT CARMEL AVE , · HAMDEN, CT 065181908 | Other Services | $22,692 |
MY SECURE ADVANTAGE, INC.5 years Service code 16 · EIN 68-0115281 3001 LAVA RIDGE CT STE 250 · ROSEVILLE, CA 956612838 | Consulting | $15,900 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,208 | $113,293+29.1% | $67,502+116.6% | $199,593-26.7% |
| Participation rate | 96.4% | 73.3%+23.1pp | 72.9%+23.5pp | 72.0%+24.4pp |
| Annual return | 11.36% | 15.88%-4.5pp | 3512.12%-3500.8pp | 34.25%-22.9pp |
| Employer contribution / active EE | $7,564 | $3,401+122.4% | $2,731+177.0% | $3,034+149.3% |
| Participant deferral / active EE | $1,272 | $4,159-69.4% | $4,000-68.2% | $5,087-75.0% |
| Admin fee / account holder | $84 | $103-18.1% | $3,998-97.9% | $269-68.8% |