Filed March 16, 2020 (most recent of 5 filings on file)
Total covered: 18 employees
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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $178,419 |
FLEXPATH STRATEGIES, LLC5 years Service code 28 · EIN 46-4782313 | Investment Management | $139,716 |
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $77,276 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $45,500 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $31,080 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $189,493 | $115,444+64.1% | $65,493+189.3% | $102,872+84.2% |
| Participation rate | 93.9% | 71.2%+22.7pp | 73.1%+20.8pp | 73.0%+20.9pp |
| Annual return | 12.56% | 15.94%-3.4pp | 982.45%-969.9pp | 19.06%-6.5pp |
| Employer contribution / active EE | $4,388 | $3,409+28.7% | $2,574+70.4% | $3,526+24.4% |
| Participant deferral / active EE | $5,639 | $4,118+36.9% | $3,961+42.4% | $5,535+1.9% |
| Admin fee / account holder | $131 | $123+6.5% | $5,028-97.4% | $292-55.2% |