Filed January 29, 2019 (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 |
|---|---|---|
NIXON PEABODY LLP1 year Service code 29 · EIN 16-0764720 | Legal | $24,238 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $23,916 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $21,247 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,482 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,257 | $92,091+7.8% | $62,995+57.6% | $77,958+27.3% |
| Participation rate | 31.8% | 74.5%-42.7pp | 74.8%-43.0pp | 71.6%-39.9pp |
| Annual return | 14.73% | 16.23%-1.5pp | 87.57%-72.8pp | 20.87%-6.1pp |
| Employer contribution / active EE | $1,611 | $3,424-53.0% | $2,759-41.6% | $2,310-30.3% |
| Participant deferral / active EE | $1,363 | $3,361-59.5% | $3,329-59.1% | $3,537-61.5% |
| Admin fee / account holder | $91 | $48+90.7% | $3,600-97.5% | $97-6.1% |