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 |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Recordkeeping fees; Insurance service... | $17,289 |
INSERO & CO. CPAS, LLP2 years Filed as: INSERO AND CO. CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $13,650 |
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 | $72,696 | $79,124-8.1% | $60,874+19.4% | $64,808+12.2% |
| Participation rate | 90.0% | 77.7%+12.3pp | 73.1%+16.9pp | 71.5%+18.6pp |
| Annual return | -8.19% | -7.13%-1.1pp | 16.90%-25.1pp | 32.82%-41.0pp |
| Employer contribution / active EE | $4,894 | $3,050+60.4% | $2,701+81.1% | $2,506+95.3% |
| Participant deferral / active EE | $2,638 | $3,725-29.2% | $3,817-30.9% | $4,310-38.8% |
| Admin fee / account holder | $56 | $106-47.1% | $3,224-98.3% | $188-70.2% |