Filed November 14, 2019
See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
WINDES, INC.4 years Service code 10 · EIN 95-3001179 | Accounting | $12,000 |
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $11,296 |
WELL AND GOOD LLC2 years Filed as: WELL AND GOOD, LLC Service code 27 · EIN 27-0984119 | Advisory (Plan) | $9,340 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $4,280 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,901 | $65,557+58.5% | $64,056+62.2% | $71,457+45.4% |
| Participation rate | 99.4% | 73.2%+26.2pp | 72.3%+27.1pp | 67.9%+31.5pp |
| Annual return | 20.10% | 18.94%+1.2pp | 33.69%-13.6pp | 28.85%-8.7pp |
| Employer contribution / active EE | $5,207 | $2,669+95.1% | $2,747+89.6% | $2,588+101.2% |
| Participant deferral / active EE | $6,219 | $3,626+71.5% | $3,880+60.3% | $4,289+45.0% |
| Admin fee / account holder | $98 | $616-84.0% | $3,068-96.8% | $1,587-93.8% |