Filed November 17, 2017
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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $8,649 |
Filed as: RIVERSOURCE LIFE INSURANCE COMPANY Service code 64 · EIN 41-0823832 | Recordkeeping Fees | $4,412 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,647 | $60,989+14.2% | $60,874+14.4% | $66,914+4.1% |
| Participation rate | 93.8% | 74.5%+19.3pp | 73.1%+20.7pp | 69.8%+24.0pp |
| Annual return | -12.43% | -9.60%-2.8pp | 16.90%-29.3pp | 1.58%-14.0pp |
| Employer contribution / active EE | $5,196 | $2,661+95.3% | $2,701+92.3% | $2,544+104.2% |
| Participant deferral / active EE | $5,157 | $3,615+42.7% | $3,817+35.1% | $4,237+21.7% |
| Admin fee / account holder | $26 | $338-92.2% | $3,224-99.2% | $593-95.5% |