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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $135,055 |
CAP FINANCIAL PARTNERS, LLC5+ years Service code 16 · EIN 26-0058143 | Consulting | $70,750 |
MERCER2 years Service code 16 · EIN 13-2834414 | Consulting | $5,500 |
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 | $100,365 | $101,523-1.1% | $141,162-28.9% | $77,787+29.0% |
| Participation rate | 89.2% | 77.4%+11.8pp | 82.5%+6.7pp | 73.2%+16.0pp |
| Annual return | 20.25% | 56.22%-36.0pp | 71.39%-51.1pp | 32.57%-12.3pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,735-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $7,460 | $6,434+16.0% | $6,709+11.2% | $3,967+88.0% |
| Admin fee / account holder | $80 | $92-12.5% | $10,261-99.2% | $100-19.9% |