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 ADVISORS8+ years Service code 26 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Advisory (Participants) | $26,087 |
PENTEGRA SERVICES, INC.2 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE, SUITE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $13,860 |
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $10,434 |
COULTER & JUSTUS2 years Service code 10 · EIN 62-1532536 9717 COGDILL RD., STE 201 · KNOXVILLE, TN 37932 | Accounting | $7,500 |
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 | $49,555 | $67,984-27.1% | $65,493-24.3% | $74,304-33.3% |
| Participation rate | 96.6% | 66.3%+30.3pp | 73.1%+23.5pp | 60.3%+36.3pp |
| Annual return | 14.11% | 19.87%-5.8pp | 982.45%-968.3pp | 29.43%-15.3pp |
| Employer contribution / active EE | $1,453 | $2,491-41.7% | $2,574-43.5% | $2,241-35.2% |
| Participant deferral / active EE | $2,437 | $3,346-27.2% | $3,961-38.5% | $3,767-35.3% |
| Admin fee / account holder | $131 | $1,373-90.4% | $5,028-97.4% | $2,969-95.6% |