Filed June 15, 2023 (most recent of 3 filings on file)
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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.
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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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $34,548 |
FOLEY & LARDNER LLP1 year Service code 29 777 E WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Legal | $21,273 |
SAGEVIEW ADVISORY GROUP, LLC7 years Service code 27 4000 MACAUTHUR BLVD, SUITE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $19,517 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,943 | $79,124+95.8% | $60,874+154.5% | $64,808+139.1% |
| Participation rate | 87.5% | 77.7%+9.8pp | 73.1%+14.4pp | 71.5%+16.1pp |
| Annual return | -10.89% | -7.13%-3.8pp | 16.90%-27.8pp | 32.82%-43.7pp |
| Employer contribution / active EE | $3,197 | $3,050+4.8% | $2,701+18.4% | $2,506+27.6% |
| Participant deferral / active EE | $3,283 | $3,725-11.9% | $3,817-14.0% | $4,310-23.8% |
| Admin fee / account holder | $75 | $106-29.3% | $3,224-97.7% | $188-60.2% |