Filed July 28, 2023 (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 4-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $82,152 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $55,510 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL INSURANCE COMPA Service code 25 · EIN 13-5570651 | Directed Trustee | $4,643 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $2,820 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,096 | $105,179-36.2% | $64,056+4.7% | $80,160-16.3% |
| Participation rate | 81.2% | 73.5%+7.7pp | 72.3%+8.9pp | 72.9%+8.2pp |
| Annual return | 69.08% | 20.34%+48.7pp | 33.69%+35.4pp | 40.38%+28.7pp |
| Employer contribution / active EE | $2,101 | $3,311-36.5% | $2,747-23.5% | $2,978-29.4% |
| Participant deferral / active EE | $3,198 | $4,020-20.5% | $3,880-17.6% | $5,017-36.3% |
| Admin fee / account holder | $107 | $113-5.4% | $3,068-96.5% | $145-26.1% |