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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Direct payment from the plan; Insuran... | $16,353 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $13,835 |
INSERO & CO. CPAS, LLP2 years Filed as: INSERO AND CO. CPAS, LLC Service code 10 · EIN 47-5324570 | Accounting | $13,100 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,942 | $95,542-21.6% | $69,455+7.9% | $67,579+10.9% |
| Participation rate | 97.1% | 79.4%+17.7pp | 74.6%+22.5pp | 71.3%+25.8pp |
| Annual return | 13.18% | 17.67%-4.5pp | 28.97%-15.8pp | 378.56%-365.4pp |
| Employer contribution / active EE | $5,040 | $2,989+68.6% | $2,779+81.3% | $2,148+134.6% |
| Participant deferral / active EE | $2,424 | $3,263-25.7% | $3,535-31.4% | $3,539-31.5% |
| Admin fee / account holder | $76 | $90-15.1% | $3,839-98.0% | $142-46.4% |