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 |
|---|---|---|
CORNERSTONE ADVISORS ASSET MGMT2+ years Filed as: CORNERSTONE ADVISORS ASSET MGMT. Service code 17 · EIN 75-3204798 | Pension Consulting | $17,000 |
TIAA2+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $95 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $103,348 | $68,408+51.1% | $57,179+80.7% | $57,658+79.2% |
| Participation rate | 88.6% | 79.1%+9.5pp | 75.3%+13.3pp | 70.2%+18.4pp |
| Annual return | 7.24% | 8.51%-1.3pp | 14.59%-7.3pp | 5.13%+2.1pp |
| Employer contribution / active EE | $4,355 | $2,869+51.8% | $2,682+62.4% | $1,974+120.7% |
| Participant deferral / active EE | $2,620 | $2,903-9.8% | $3,096-15.4% | $3,061-14.4% |
| Admin fee / account holder | $20 | $70-72.0% | $3,139-99.4% | $95-79.3% |