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 ADVISORS4 years Service code 27 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Advisory (Plan) | $60,944 |
TIAA4 years Service code 19 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Securities Custodian | $43,427 |
Filed as: VAN BRUGGEN & VANDE VEGTE PC Service code 10 · EIN 42-1462287 113 3RD ST NE · ORANGE CITY, IA 51041 | Accounting | $15,650 |
TAG RESOURCES, LLC1 year Service code 50 · EIN 62-1874769 6501 DEANE HILL DR · KNOXVILLE, TN 37919 | Direct Payment | $5,404 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,594 | $94,833-12.9% | $75,696+9.1% | $86,799-4.8% |
| Participation rate | 97.7% | 79.1%+18.6pp | 74.8%+22.9pp | 72.3%+25.4pp |
| Annual return | 11.48% | 16.91%-5.4pp | 104.53%-93.0pp | 97.91%-86.4pp |
| Employer contribution / active EE | $2,863 | $2,904-1.4% | $2,743+4.4% | $2,405+19.0% |
| Participant deferral / active EE | $2,932 | $3,632-19.3% | $3,821-23.3% | $4,131-29.0% |
| Admin fee / account holder | $212 | $109+94.7% | $3,619-94.2% | $170+24.7% |