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 | $51,126 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $22,400 |
QUINNIPIAC UNIVERSITY10+ years Service code 49 · EIN 06-0646701 | Other Services | $19,184 |
MY SECURE ADVANTAGE, INC.5 years Service code 16 · EIN 68-0115281 | Consulting | $15,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,040 | $91,762+66.8% | $67,502+126.7% | $77,643+97.1% |
| Participation rate | 95.2% | 75.9%+19.3pp | 72.9%+22.4pp | 70.6%+24.7pp |
| Annual return | 13.27% | 14.87%-1.6pp | 3512.12%-3498.9pp | 31.24%-18.0pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $8,098 | $3,903+107.5% | $4,000+102.4% | $4,647+74.2% |
| Admin fee / account holder | $91 | $176-48.4% | $3,998-97.7% | $430-78.9% |