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 |
|---|---|---|
TWO WEST CAPITAL ADVISORS2 years Service code 27 · EIN 27-3055170 10975 BENSON DR STE 560 · OVERLAND PARK, KS 662101569 | Advisory (Plan) | $48,735 |
TIAA2 years Service code 19 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Securities Custodian | $35,759 |
Filed as: VAN BRUGGEN & VANDE VEGTE, PC Service code 10 · EIN 42-1462287 113 3RD ST NE · ORANGE CITY, IA 51041 | Accounting | $13,800 |
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 | $70,456 | $95,542-26.3% | $69,455+1.4% | $67,579+4.3% |
| Participation rate | 99.2% | 79.4%+19.9pp | 74.6%+24.6pp | 71.3%+28.0pp |
| Annual return | 15.66% | 17.67%-2.0pp | 28.97%-13.3pp | 378.56%-362.9pp |
| Employer contribution / active EE | $2,823 | $2,989-5.6% | $2,779+1.6% | $2,148+31.4% |
| Participant deferral / active EE | $2,466 | $3,263-24.4% | $3,535-30.2% | $3,539-30.3% |
| Admin fee / account holder | $148 | $90+64.7% | $3,839-96.1% | $142+4.0% |