Filed December 17, 2020 (most recent of 2 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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $171,586 |
Filed as: CORNERSTONE ADVISORS ASSET MGT LLC Service code 28 · EIN 75-3204798 | Investment Management | $75,000 |
BRICKER GRAYDON LLP2 years Filed as: BRICKER & GRAYDON LLP Service code 29 · EIN 31-4359739 | Legal | $20,330 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $10,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $178,154 | $113,293+57.3% | $67,502+163.9% | $199,593-10.7% |
| Participation rate | 65.4% | 73.3%-8.0pp | 72.9%-7.5pp | 72.0%-6.6pp |
| Annual return | 11.63% | 15.88%-4.3pp | 3512.12%-3500.5pp | 34.25%-22.6pp |
| Employer contribution / active EE | $3,404 | $3,401+0.1% | $2,731+24.7% | $3,034+12.2% |
| Participant deferral / active EE | $3,957 | $4,159-4.9% | $4,000-1.1% | $5,087-22.2% |
| Admin fee / account holder | $121 | $103+18.0% | $3,998-97.0% | $269-55.0% |