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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $71,317 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $20,533 |
MY SECURE ADVANTAGE, INC.3 years Service code 29 · EIN 68-0115281 | Legal | $15,242 |
QUINNIPIAC UNIVERSITY8+ years Service code 10 · EIN 06-0646701 | Accounting | $13,145 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,320 | $98,780+19.8% | $60,874+94.4% | $77,904+51.9% |
| Participation rate | 94.1% | 76.7%+17.4pp | 73.1%+21.0pp | 73.7%+20.4pp |
| Annual return | -9.85% | -11.56%+1.7pp | 16.90%-26.7pp | 12.21%-22.1pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | $2,701-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $7,526 | $4,200+79.2% | $3,817+97.2% | $4,806+56.6% |
| Admin fee / account holder | $76 | $89-13.8% | $3,224-97.6% | $133-42.3% |