Filed April 6, 2022 (most recent of 3 filings on file)
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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $97,327 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $71,237 |
SCHULTE ROTH & ZABEL LLP5 years Service code 29 · EIN 13-2633996 | Legal | $23,993 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $14,805 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $283,408 | $91,621+209.3% | $67,511+319.8% | $77,671+264.9% |
| Participation rate | 98.8% | 76.0%+22.9pp | 72.9%+25.9pp | 70.6%+28.2pp |
| Annual return | 11.45% | 14.87%-3.4pp | 3517.41%-3506.0pp | 31.21%-19.8pp |
| Employer contribution / active EE | $11,476 | $3,184+260.5% | $2,733+320.0% | $2,726+320.9% |
| Participant deferral / active EE | $10,729 | $3,906+174.7% | $4,000+168.2% | $4,648+130.8% |
| Admin fee / account holder | $233 | $176+32.2% | $3,999-94.2% | $430-45.9% |