See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FLEXPATH STRATEGIES, LLC2 years Service code 27 · EIN 46-4782313 | Advisory (Plan) | $35,915 |
TIAA5 years Filed as: TIAA - TEACHERS INS AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $35,518 |
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $32,857 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $29,558 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $252,401 | $67,984+271.3% | $65,493+285.4% | $74,304+239.7% |
| Participation rate | 99.4% | 66.3%+33.0pp | 73.1%+26.3pp | 60.3%+39.0pp |
| Annual return | 14.36% | 19.87%-5.5pp | 982.45%-968.1pp | 29.43%-15.1pp |
| Employer contribution / active EE | $12,036 | $2,491+383.1% | $2,574+367.6% | $2,241+437.0% |
| Participant deferral / active EE | $11,249 | $3,346+236.2% | $3,961+184.0% | $3,767+198.6% |
| Admin fee / account holder | $447 | $1,373-67.5% | $5,028-91.1% | $2,969-85.0% |