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, BROCKENBROUGH & CO Service code 99 · EIN 54-0859081 1802 BAYBERRY CT · RICHMOND, VA 23226 | Other Fees | $20,086 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 99 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Other Fees | $13,754 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,887 | $53,822+39.1% | $75,696-1.1% | $85,850-12.8% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 26.07% | 24.54%+1.5pp | 104.53%-78.5pp | 318.53%-292.5pp |
| Employer contribution / active EE | $4,248 | $2,017+110.6% | $2,743+54.9% | $2,565+65.6% |
| Participant deferral / active EE | $4,160 | $2,895+43.7% | $3,821+8.9% | $3,952+5.3% |
| Admin fee / account holder | $425 | $3,343-87.3% | $3,619-88.3% | $6,260-93.2% |