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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $108,278 |
Filed as: CORNERSTONE ADVISORS ASSET MGT LLC Service code 28 · EIN 75-3204798 | Investment Management | $100,000 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $14,000 |
BRICKER GRAYDON LLP1 year Filed as: BRICKER & GRAYDON LLP Service code 29 · EIN 31-4359739 | Legal | $10,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,978 | $105,179+53.1% | $64,056+151.3% | $80,160+100.8% |
| Participation rate | 68.9% | 73.5%-4.6pp | 72.3%-3.4pp | 72.9%-4.0pp |
| Annual return | 14.70% | 20.34%-5.6pp | 33.69%-19.0pp | 40.38%-25.7pp |
| Employer contribution / active EE | $3,486 | $3,311+5.3% | $2,747+26.9% | $2,978+17.1% |
| Participant deferral / active EE | $3,968 | $4,020-1.3% | $3,880+2.3% | $5,017-20.9% |
| Admin fee / account holder | $97 | $113-14.3% | $3,068-96.8% | $145-33.0% |