Filed January 16, 2020
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 |
|---|---|---|
TIAA7 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Insurance services; Recordkeeping fee... | $191,759 |
Service code 23 · EIN 04-3532603 | Investment advisory (plan); Insurance... | $34,046 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $27,874 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO AND CO. CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $15,000 |
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 | $202,034 | $91,762+120.2% | $67,502+199.3% | $77,643+160.2% |
| Participation rate | 97.8% | 75.9%+21.9pp | 72.9%+24.9pp | 70.6%+27.2pp |
| Annual return | 13.12% | 14.87%-1.8pp | 3512.12%-3499.0pp | 31.24%-18.1pp |
| Employer contribution / active EE | $10,227 | $3,181+221.5% | $2,731+274.5% | $2,726+275.2% |
| Participant deferral / active EE | $7,074 | $3,903+81.2% | $4,000+76.9% | $4,647+52.2% |
| Admin fee / account holder | $123 | $176-30.1% | $3,998-96.9% | $430-71.4% |