See peer percentile detail with Solo.
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.
See the 8-year trajectory with Solo.
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 |
|---|---|---|
TWO WEST CAPITAL ADVISORS7+ years Service code 22 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Insurance Broker | $23,250 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE, SUITE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $14,397 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $9,554 |
COULTER & JUSTUS1 year Service code 11 · EIN 62-1532536 9717 COGDILL RD., STE 201 · KNOXVILLE, TN 37932 | Actuarial | $9,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,456 | $69,763-33.4% | $67,502-31.2% | $74,495-37.6% |
| Participation rate | 98.0% | 71.4%+26.6pp | 72.9%+25.1pp | 67.2%+30.8pp |
| Annual return | 21.03% | -40.34%+61.4pp | 3512.12%-3491.1pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $1,461 | $2,704-46.0% | $2,731-46.5% | $2,623-44.3% |
| Participant deferral / active EE | $2,558 | $3,636-29.6% | $4,000-36.0% | $4,346-41.1% |
| Admin fee / account holder | $126 | $896-86.0% | $3,998-96.9% | $1,942-93.5% |