Filed November 14, 2019
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 |
|---|---|---|
WINDES, INC.1 year Service code 10 · EIN 13-1624203 111 W OCEAN BLVD. · LONG BEACH, CA 908027929 | Accounting | $7,100 |
WELL AND GOOD LLC2 years Filed as: WELL AND GOOD Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $6,500 |
Filed as: TEACHERS INSURANCE AND ANNUITY ASSO Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $3,458 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,241 | $65,322+29.0% | $70,449+19.6% | $73,488+14.6% |
| Participation rate | 97.5% | 77.0%+20.5pp | 75.1%+22.4pp | 70.7%+26.8pp |
| Annual return | 18.00% | 15.71%+2.3pp | 109.03%-91.0pp | 28.51%-10.5pp |
| Employer contribution / active EE | $4,675 | $2,460+90.1% | $2,737+70.8% | $2,270+105.9% |
| Participant deferral / active EE | $5,236 | $3,375+55.2% | $3,709+41.2% | $3,740+40.0% |
| Admin fee / account holder | $44 | $214-79.3% | $3,845-98.8% | $513-91.4% |