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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $19,195 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $16,087 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 26 · EIN 43-1451524 | Advisory (Participants) | $4,842 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,191 | $69,763+16.4% | $67,502+20.3% | $74,495+9.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 13.06% | -40.34%+53.4pp | 3512.12%-3499.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $3,616 | $2,704+33.7% | $2,731+32.4% | $2,623+37.9% |
| Participant deferral / active EE | $3,878 | $3,636+6.7% | $4,000-3.0% | $4,346-10.8% |
| Admin fee / account holder | $141 | $896-84.2% | $3,998-96.5% | $1,942-92.7% |