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 |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $18,106 |
WELL AND GOOD LLC1 year Filed as: WELL AND GOOD, LLC Service code 27 · EIN 27-0984119 | Advisory (Plan) | $3,250 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $2,720 |
Filed as: RIVERSOURCE LIFE INSURANCE COMPANY Service code 64 · EIN 41-0823832 | Recordkeeping Fees | $435 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,008 | $65,557+23.6% | $64,056+26.5% | $71,457+13.4% |
| Participation rate | 97.7% | 73.2%+24.6pp | 72.3%+25.4pp | 67.9%+29.8pp |
| Annual return | 14.67% | 18.94%-4.3pp | 33.69%-19.0pp | 28.85%-14.2pp |
| Employer contribution / active EE | $7,538 | $2,669+182.4% | $2,747+174.4% | $2,588+191.3% |
| Participant deferral / active EE | $5,702 | $3,626+57.3% | $3,880+47.0% | $4,289+32.9% |
| Admin fee / account holder | $74 | $616-88.1% | $3,068-97.6% | $1,587-95.4% |