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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USICG1 year Service code 15 · EIN 06-1053228 | Recordkeeping | $138,869 |
Filed as: COBBLESTONE CAPTIAL ADVISORS Service code 26 · EIN 16-1543732 | Advisory (Participants) | $21,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,707 | $152,104-93.6% | $184,203-94.7% | $106,382-90.9% |
| Participation rate | 0.7% | 85.9%-85.1pp | 86.8%-86.1pp | 69.9%-69.1pp |
| Annual return | 14.74% | 20.70%-6.0pp | 28.81%-14.1pp | 17.37%-2.6pp |
| Employer contribution / active EE | $0 | $5,326-100.0% | $6,427-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $2 | $8,559-100.0% | $9,131-100.0% | $5,569-100.0% |
| Admin fee / account holder | $214 | $103+108.7% | $13,901-98.5% | $79+170.2% |