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 27 · EIN 54-0859081 1802 BAYBERRY COURT · RICHMOND, VA 23226 | Advisory (Plan) | $18,733 |
TIAA1 year Filed as: TIAA- Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $17,383 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,772 | $60,989+14.4% | $60,874+14.6% | $66,914+4.3% |
| Participation rate | 95.5% | 74.5%+21.0pp | 73.1%+22.3pp | 69.8%+25.7pp |
| Annual return | -10.96% | -9.60%-1.4pp | 16.90%-27.9pp | 1.58%-12.5pp |
| Employer contribution / active EE | $3,243 | $2,661+21.9% | $2,701+20.1% | $2,544+27.5% |
| Participant deferral / active EE | $3,830 | $3,615+6.0% | $3,817+0.4% | $4,237-9.6% |
| Admin fee / account holder | $129 | $338-62.0% | $3,224-96.0% | $593-78.3% |