See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $124,124 |
PENTEGRA SERVICES, INC.2 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLANS, NY 106043027 | Plan Administrator | $56,012 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 100 NORTHFIELD DRIVE · WINDSOR, CT 060954730 | Advisory (Plan) | $55,000 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 220 S. 6TH STREET · MINNEAPOLIS, MN 554021418 | Accounting | $39,012 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,065 | $113,293-14.3% | $67,502+43.8% | $199,593-51.4% |
| Participation rate | 94.8% | 73.3%+21.5pp | 72.9%+21.9pp | 72.0%+22.8pp |
| Annual return | 43.01% | 15.88%+27.1pp | 3512.12%-3469.1pp | 34.25%+8.8pp |
| Employer contribution / active EE | $2,776 | $3,401-18.4% | $2,731+1.7% | $3,034-8.5% |
| Participant deferral / active EE | $4,001 | $4,159-3.8% | $4,0000% | $5,087-21.4% |
| Admin fee / account holder | $106 | $103+3.7% | $3,998-97.3% | $269-60.5% |