Filed October 1, 2018 (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 |
|---|---|---|
TIAA4 years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $6,243 |
WELL AND GOOD LLC2 years Service code 27 · EIN 27-0984119 1710 ADAMS ST. · MADISON, WI 537112142 | Advisory (Plan) | $5,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,853 | $60,989+30.9% | $60,874+31.2% | $66,914+19.3% |
| Participation rate | 95.4% | 74.5%+20.9pp | 73.1%+22.3pp | 69.8%+25.6pp |
| Annual return | -9.76% | -9.60%-0.2pp | 16.90%-26.7pp | 1.58%-11.3pp |
| Employer contribution / active EE | $3,939 | $2,661+48.0% | $2,701+45.8% | $2,544+54.8% |
| Participant deferral / active EE | $3,761 | $3,615+4.1% | $3,817-1.4% | $4,237-11.2% |
| Admin fee / account holder | $58 | $338-82.9% | $3,224-98.2% | $593-90.2% |