Filed December 15, 2021
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 8-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 |
|---|---|---|
TIAA1 year Filed as: TIAA-CREF Service code 28 | Investment Management | $125,214 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 26-0058143 | Pension Consulting | $84,999 |
NIXON PEABODY LLP5 years Service code 29 · EIN 16-0764720 | Legal | $72,525 |
KPMG LLP6+ years Service code 10 · EIN 13-5565207 | Accounting | $68,300 |
CAMMACK LARHETTE ADVISORS6+ years Service code 17 · EIN 20-4668732 | Pension Consulting | $45,000 |
Filed as: FIDELITY INVT INSTITUTIONAL OPS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 72 | Other investment fees and expenses | $0 |
Filed as: FIDELITY INVEST INSTITUTIONAL OPS Service code 37 · EIN 04-2647786 | Loan Processing | -$37,715 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $251,811 | $105,581+138.5% | $70,449+257.4% | $90,288+178.9% |
| Participation rate | 93.7% | 77.5%+16.2pp | 75.1%+18.7pp | 73.4%+20.4pp |
| Annual return | 12.81% | 14.78%-2.0pp | 109.03%-96.2pp | 53.97%-41.2pp |
| Employer contribution / active EE | $7,120 | $3,304+115.5% | $2,737+160.2% | $2,524+182.1% |
| Participant deferral / active EE | $9,196 | $3,813+141.2% | $3,709+148.0% | $4,232+117.3% |
| Admin fee / account holder | $65 | $68-3.1% | $3,845-98.3% | $114-42.6% |