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 |
|---|---|---|
CORNERSTONE ADVISORS ASSET MGMT1+ years Filed as: CORNERSTONE ADVISORS ASSET MGMT., I Service code 28 · EIN 75-3204798 | Investment Management | $43,180 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,202 |
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 | $104,985 | $67,166+56.3% | $57,343+83.1% | $55,191+90.2% |
| Participation rate | 97.3% | 77.7%+19.6pp | 75.1%+22.3pp | 69.2%+28.2pp |
| Annual return | 1.49% | 4.22%-2.7pp | 24.39%-22.9pp | 10.78%-9.3pp |
| Employer contribution / active EE | $5,311 | $2,812+88.9% | $2,689+97.5% | $1,899+179.7% |
| Participant deferral / active EE | $2,618 | $2,835-7.7% | $3,162-17.2% | $3,046-14.1% |
| Admin fee / account holder | $31 | $44-28.9% | $3,356-99.1% | $91-65.9% |