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 |
|---|---|---|
Filed as: CORNERSTONE ADVISORS ASSET MGMT,LLC Service code 28 · EIN 75-3204798 | Investment Management | $142,304 |
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $118,154 |
GRAYDON HEAD & RITCHEY1 year Filed as: GRAYDON HEAD & RITCHEY, LLP Service code 29 · EIN 31-0565234 | Legal | $6,124 |
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 | $136,057 | $105,581+28.9% | $70,449+93.1% | $90,288+50.7% |
| Participation rate | 97.8% | 77.5%+20.3pp | 75.1%+22.8pp | 73.4%+24.5pp |
| Annual return | 10.31% | 14.78%-4.5pp | 109.03%-98.7pp | 53.97%-43.7pp |
| Employer contribution / active EE | $1,188 | $3,304-64.0% | $2,737-56.6% | $2,524-52.9% |
| Participant deferral / active EE | $2,872 | $3,813-24.7% | $3,709-22.6% | $4,232-32.1% |
| Admin fee / account holder | $100 | $68+48.0% | $3,845-97.4% | $114-12.4% |