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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $147,443 |
Filed as: CORNERSTONE ADVISORS ASSET MGT, LLC Service code 28 · EIN 75-3204798 | Investment Management | $105,155 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $11,800 |
GRAYDON HEAD & RITCHEY7 years Filed as: GRAYDON HEAD & RITCHEY LLP Service code 29 · EIN 31-0565234 | Legal | $7,903 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,895 | $98,780+46.7% | $60,874+138.0% | $77,904+86.0% |
| Participation rate | 95.3% | 76.7%+18.7pp | 73.1%+22.2pp | 73.7%+21.7pp |
| Annual return | -11.41% | -11.56%+0.1pp | 16.90%-28.3pp | 12.21%-23.6pp |
| Employer contribution / active EE | $4,378 | $3,605+21.5% | $2,701+62.1% | $2,848+53.7% |
| Participant deferral / active EE | $5,244 | $4,200+24.9% | $3,817+37.4% | $4,806+9.1% |
| Admin fee / account holder | $114 | $89+29.2% | $3,224-96.5% | $133-13.7% |