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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $36,568 |
MARQUETTE ASSOCIATES7 years Service code 28 · EIN 36-3485298 | Investment Management | $21,042 |
PW PARTNERS3 years Filed as: PW PARTNERS LLC Service code 10 · EIN 83-3323563 | Accounting | $11,000 |
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 | $253,201 | $67,984+272.4% | $65,493+286.6% | $74,304+240.8% |
| Participation rate | 95.2% | 66.3%+28.9pp | 73.1%+22.1pp | 60.3%+34.9pp |
| Annual return | 12.59% | 19.87%-7.3pp | 982.45%-969.9pp | 29.43%-16.8pp |
| Employer contribution / active EE | $8,722 | $2,491+250.1% | $2,574+238.8% | $2,241+289.2% |
| Participant deferral / active EE | $6,157 | $3,346+84.0% | $3,961+55.4% | $3,767+63.4% |
| Admin fee / account holder | $147 | $1,373-89.3% | $5,028-97.1% | $2,969-95.1% |