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 ADVISORS5 years Service code 27 · EIN 27-3055170 1582 N. 1060 ROAD · LAWRENCE, KS 66046 | Advisory (Plan) | $50,470 |
TIAA5 years Service code 19 · EIN 13-1624203 730 THIRD AVENUE · NEW YROK, NY 100173206 | Securities Custodian | $30,040 |
TAG RESOURCES, LLC2 years Service code 50 · EIN 62-1874769 6501 DEANE HILL DRIVE · KNOXVILLE, TN 379196006 | Direct Payment | $20,187 |
COULTER & JUSTUS1 year Service code 10 · EIN 62-1532536 9717 COGDILL ROAD, STE 201 · KNOXVILLE, TN 37932 | Accounting | $9,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,868 | $79,124-11.7% | $60,874+14.8% | $64,808+7.8% |
| Participation rate | 97.6% | 77.7%+19.8pp | 73.1%+24.4pp | 71.5%+26.1pp |
| Annual return | -12.56% | -7.13%-5.4pp | 16.90%-29.5pp | 32.82%-45.4pp |
| Employer contribution / active EE | $2,780 | $3,050-8.9% | $2,701+2.9% | $2,506+10.9% |
| Participant deferral / active EE | $2,779 | $3,725-25.4% | $3,817-27.2% | $4,310-35.5% |
| Admin fee / account holder | $182 | $106+72.5% | $3,224-94.3% | $188-3.0% |