Filed February 10, 2020
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC10+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $189,374 |
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $34,990 |
HANCOCK ASKEW & CO., LLP4 years Service code 10 · EIN 58-0662558 | Accounting | $19,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,565 | $113,293-21.8% | $67,502+31.2% | $199,593-55.6% |
| Participation rate | 87.9% | 73.3%+14.6pp | 72.9%+15.1pp | 72.0%+16.0pp |
| Annual return | 13.02% | 15.88%-2.9pp | 3512.12%-3499.1pp | 34.25%-21.2pp |
| Employer contribution / active EE | $3,234 | $3,401-4.9% | $2,731+18.4% | $3,034+6.6% |
| Participant deferral / active EE | $4,970 | $4,159+19.5% | $4,000+24.3% | $5,087-2.3% |
| Admin fee / account holder | $95 | $103-7.3% | $3,998-97.6% | $269-64.6% |