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 |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $131,879 |
CAP FINANCIAL PARTNERS, LLC5+ years Service code 16 · EIN 26-0058143 | Consulting | $67,500 |
MERCER3 years Service code 16 · EIN 13-2834414 | Consulting | $8,500 |
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 | $101,091 | $101,523-0.4% | $141,162-28.4% | $77,787+30.0% |
| Participation rate | 99.3% | 77.4%+21.9pp | 82.5%+16.8pp | 73.2%+26.1pp |
| Annual return | 17.16% | 56.22%-39.1pp | 71.39%-54.2pp | 32.57%-15.4pp |
| Employer contribution / active EE | $12,327 | $3,341+269.0% | $4,735+160.3% | $2,504+392.2% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,709-100.0% | $3,967-100.0% |
| Admin fee / account holder | $71 | $92-22.7% | $10,261-99.3% | $100-29.3% |