Filed June 15, 2022
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 9-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 |
|---|---|---|
Service code 27 · EIN 27-3055170 4551 WEST 107TH STREET · OVERLAND, KS 66207 | Advisory (Plan) | $42,201 |
TIAA1 year Service code 19 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Securities Custodian | $30,965 |
NORTHWESTERN COLLEGE1 year Service code 14 · EIN 42-0698196 101 7TH ST SW · ORANGE CITY, IA 51041 | Plan Administrator | $13,275 |
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 | $64,128 | $70,083-8.5% | $59,878+7.1% | $55,725+15.1% |
| Participation rate | 99.2% | 78.4%+20.9pp | 74.7%+24.5pp | 70.9%+28.4pp |
| Annual return | -3.21% | 3.13%-6.3pp | 3.46%-6.7pp | 244.93%-248.1pp |
| Employer contribution / active EE | $2,782 | $2,878-3.4% | $2,722+2.2% | $2,078+33.9% |
| Participant deferral / active EE | $2,303 | $3,079-25.2% | $3,402-32.3% | $3,356-31.4% |
| Admin fee / account holder | $119 | $70+68.7% | $3,590-96.7% | $115+3.0% |