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 |
|---|---|---|
MARQUETTE ASSOCIATES5 years Service code 28 · EIN 36-3485298 | Investment Management | $15,000 |
PW PARTNERS1 year Filed as: PW PARTNERS LLC Service code 10 · EIN 83-3323563 | Accounting | $11,000 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,662 |
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 | $228,418 | $65,557+248.4% | $64,056+256.6% | $71,457+219.7% |
| Participation rate | 94.2% | 73.2%+21.0pp | 72.3%+21.9pp | 67.9%+26.3pp |
| Annual return | 13.22% | 18.94%-5.7pp | 33.69%-20.5pp | 28.85%-15.6pp |
| Employer contribution / active EE | $7,843 | $2,669+193.9% | $2,747+185.6% | $2,588+203.1% |
| Participant deferral / active EE | $5,996 | $3,626+65.4% | $3,880+54.5% | $4,289+39.8% |
| Admin fee / account holder | $76 | $616-87.7% | $3,068-97.5% | $1,587-95.2% |