Filed April 14, 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 |
|---|---|---|
TIAA7 years Service code 99 · EIN 13-1624203 | Other Fees | $64,385 |
PLANPILOT, LLC10+ years Filed as: PLAN PILOT, LLC Service code 13 · EIN 45-4168388 | Contract Administrator | $41,756 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $23,782 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,698 | $91,762+53.3% | $67,502+108.4% | $77,643+81.2% |
| Participation rate | 95.2% | 75.9%+19.3pp | 72.9%+22.3pp | 70.6%+24.6pp |
| Annual return | 14.44% | 14.87%-0.4pp | 3512.12%-3497.7pp | 31.24%-16.8pp |
| Employer contribution / active EE | $3,770 | $3,181+18.5% | $2,731+38.1% | $2,726+38.3% |
| Participant deferral / active EE | $3,107 | $3,903-20.4% | $4,000-22.3% | $4,647-33.1% |
| Admin fee / account holder | $153 | $176-12.8% | $3,998-96.2% | $430-64.4% |