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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $16,069 |
Filed as: LOWE, BROCKENBROUGH & CO. Service code 27 · EIN 54-0859081 1802 BAYBERRY COURT · RICHMOND, VA 23226 | Advisory (Plan) | $13,026 |
Service code 10 · EIN 54-1149263 PO BOX 2560 · WINCHESTER, VA 22604 | Accounting | $9,750 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,867 | $46,553+54.4% | $64,056+12.2% | $75,163-4.4% |
| Participation rate | 96.8% | 65.9%+30.9pp | 72.3%+24.5pp | 67.2%+29.6pp |
| Annual return | 11.06% | 26.03%-15.0pp | 33.69%-22.6pp | 160.62%-149.6pp |
| Employer contribution / active EE | $3,331 | $1,974+68.7% | $2,747+21.3% | $2,670+24.8% |
| Participant deferral / active EE | $3,999 | $2,837+41.0% | $3,880+3.1% | $4,125-3.0% |
| Admin fee / account holder | $164 | $2,952-94.4% | $3,068-94.6% | $5,651-97.1% |