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 |
|---|---|---|
TIAA6 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Direct payment from the plan; Recordk... | $30,410 |
INSERO & CO. CPAS, LLP1 year Service code 10 · EIN 47-5324570 | Accounting | $7,962 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 10 · EIN 36-4001764 | Accounting | $7,240 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,247 | $83,884-9.1% | $64,056+19.0% | $74,419+2.5% |
| Participation rate | 91.9% | 76.6%+15.3pp | 72.3%+19.6pp | 70.7%+21.1pp |
| Annual return | 12.02% | 16.57%-4.6pp | 33.69%-21.7pp | 34.38%-22.4pp |
| Employer contribution / active EE | $4,402 | $3,084+42.8% | $2,747+60.3% | $2,637+66.9% |
| Participant deferral / active EE | $2,577 | $3,692-30.2% | $3,880-33.6% | $4,528-43.1% |
| Admin fee / account holder | $74 | $196-62.3% | $3,068-97.6% | $348-78.7% |