Filed November 18, 2020 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: LOWE, BROCKENBRUGH & CO Service code 99 · EIN 54-0859081 1802 BAYBERRY CT · RICHMOND, VA 23226 | Other Fees | $16,041 |
TIAA1 year Filed as: TIAA CREF INSURANCE Service code 99 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Other Fees | $13,026 |
Filed as: YOUNT HYDE & BARBOUR PC Service code 10 · EIN 54-1149263 PO BOX 2560 · WINCHESTER, VA 22604 | Accounting | $5,059 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,719 | $49,227+23.3% | $70,449-13.8% | $79,858-24.0% |
| Participation rate | 98.9% | 69.2%+29.7pp | 75.1%+23.9pp | 69.6%+29.3pp |
| Annual return | 3.56% | 30.06%-26.5pp | 109.03%-105.5pp | 31.71%-28.2pp |
| Employer contribution / active EE | $4,166 | $2,099+98.5% | $2,737+52.2% | $2,471+68.6% |
| Participant deferral / active EE | $3,879 | $2,768+40.2% | $3,709+4.6% | $3,740+3.7% |
| Admin fee / account holder | $447 | $2,878-84.5% | $3,845-88.4% | $5,306-91.6% |