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 MGMT5+ years Filed as: CORNERSTONE ADVISORS ASSET MGMT., I Service code 28 · EIN 75-3204798 | Investment Management | $44,551 |
GRAYDON HEAD & RITCHEY4 years Filed as: GRAYDON HEAD & RITCHEY LLP Service code 29 · EIN 31-0565234 | Legal | $5,552 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,817 |
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 | $124,954 | $204,517-38.9% | $69,455+79.9% | $77,787+60.6% |
| Participation rate | 98.5% | 74.6%+23.8pp | 74.6%+23.9pp | 73.2%+25.2pp |
| Annual return | 18.97% | 22.10%-3.1pp | 28.97%-10.0pp | 32.57%-13.6pp |
| Employer contribution / active EE | $3,691 | $3,548+4.0% | $2,779+32.8% | $2,504+47.4% |
| Participant deferral / active EE | $3,376 | $3,478-2.9% | $3,535-4.5% | $3,967-14.9% |
| Admin fee / account holder | $19 | $101-80.8% | $3,839-99.5% | $100-80.7% |