Filed April 16, 2019
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 10-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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC2+ years Service code 16 · EIN 26-0058143 | Consulting | $45,750 |
TIAA2+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $7,130 |
ERP ANALYSTS, INC2+ years Service code 16 · EIN 31-1688884 425 METRO PL N STE 510 · DUBLIN, OH 430177328 | Consulting | $5,460 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,480 | $85,635-2.5% | $123,892-32.6% | $63,975+30.5% |
| Participation rate | 99.3% | 74.9%+24.4pp | 81.4%+17.9pp | 71.1%+28.2pp |
| Annual return | 6.12% | 15.74%-9.6pp | 47.52%-41.4pp | 48.65%-42.5pp |
| Employer contribution / active EE | $12,093 | $3,076+293.1% | $4,617+161.9% | $2,182+454.3% |
| Participant deferral / active EE | $0 | $5,667-100.0% | $5,984-100.0% | $3,356-100.0% |
| Admin fee / account holder | $21 | $75-72.3% | $8,357-99.8% | $70-70.5% |