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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $73,790 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $24,900 |
MY SECURE ADVANTAGE, INC.4 years Service code 29 · EIN 68-0115281 | Legal | $15,487 |
QUINNIPIAC UNIVERSITY9+ years Service code 10 · EIN 06-0646701 | Accounting | $15,128 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,660 | $105,179+25.2% | $64,056+105.5% | $80,160+64.2% |
| Participation rate | 96.0% | 73.5%+22.5pp | 72.3%+23.7pp | 72.9%+23.1pp |
| Annual return | 14.25% | 20.34%-6.1pp | 33.69%-19.4pp | 40.38%-26.1pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,747-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $7,808 | $4,020+94.2% | $3,880+101.2% | $5,017+55.6% |
| Admin fee / account holder | $82 | $113-28.0% | $3,068-97.3% | $145-43.7% |