Filed November 14, 2019
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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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $16,277 |
WINDES, INC.5 years Service code 10 · EIN 95-3001179 | Accounting | $13,000 |
PLANPILOT, LLC1 year Service code 27 · EIN 45-4168388 | Advisory (Plan) | $7,425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,901 | $69,763+74.7% | $67,502+80.6% | $74,495+63.6% |
| Participation rate | 99.4% | 71.4%+28.0pp | 72.9%+26.5pp | 67.2%+32.2pp |
| Annual return | 17.18% | -40.34%+57.5pp | 3512.12%-3494.9pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $5,900 | $2,704+118.2% | $2,731+116.1% | $2,623+124.9% |
| Participant deferral / active EE | $7,169 | $3,636+97.2% | $4,000+79.2% | $4,346+65.0% |
| Admin fee / account holder | $95 | $896-89.4% | $3,998-97.6% | $1,942-95.1% |