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 ASSOCIATES6 years Service code 28 · EIN 36-3485298 | Investment Management | $11,250 |
PW PARTNERS2 years Filed as: PW PARTNERS LLC Service code 10 · EIN 83-3323563 | Accounting | $11,000 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,274 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $239,955 | $69,763+244.0% | $67,502+255.5% | $74,495+222.1% |
| Participation rate | 95.9% | 71.4%+24.5pp | 72.9%+23.0pp | 67.2%+28.7pp |
| Annual return | 10.97% | -40.34%+51.3pp | 3512.12%-3501.2pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $8,082 | $2,704+198.9% | $2,731+196.0% | $2,623+208.1% |
| Participant deferral / active EE | $5,831 | $3,636+60.4% | $4,000+45.8% | $4,346+34.2% |
| Admin fee / account holder | $72 | $896-92.0% | $3,998-98.2% | $1,942-96.3% |