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 ADVISORS7 years Service code 27 · EIN 27-3055170 1582 N. 1060 ROAD · LAWRENCE, KS 66046 | Advisory (Plan) | $62,027 |
TIAA7 years Service code 19 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Securities Custodian | $29,779 |
PENTEGRA SERVICES, INC.2 years Service code 50 · EIN 13-3745616 701 WESTCHESTER AVE., STE. 320E · WHITE PLAINS, NY 106043027 | Direct Payment | $19,771 |
COULTER & JUSTUS3 years Service code 10 · EIN 62-1532536 9717 COGDILL ROAD, STE 201 · KNOXVILLE, TN 37932 | Accounting | $6,750 |
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 | $80,355 | $91,762-12.4% | $67,502+19.0% | $77,643+3.5% |
| Participation rate | 99.3% | 75.9%+23.4pp | 72.9%+26.5pp | 70.6%+28.8pp |
| Annual return | 10.24% | 14.87%-4.6pp | 3512.12%-3501.9pp | 31.24%-21.0pp |
| Employer contribution / active EE | $2,942 | $3,181-7.5% | $2,731+7.7% | $2,726+7.9% |
| Participant deferral / active EE | $2,642 | $3,903-32.3% | $4,000-33.9% | $4,647-43.1% |
| Admin fee / account holder | $196 | $176+11.5% | $3,998-95.1% | $430-54.4% |