Filed April 23, 2019 (most recent of 3 filings on file)
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 |
|---|---|---|
TIAA1 year Service code 63 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | 12b-1 Fees | $2,398 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,263 | $60,795+7.4% | $69,455-6.0% | $65,185+0.1% |
| Participation rate | 97.3% | 74.9%+22.4pp | 74.6%+22.7pp | 70.2%+27.1pp |
| Annual return | 5.67% | 17.46%-11.8pp | 28.97%-23.3pp | 29.38%-23.7pp |
| Employer contribution / active EE | $4,869 | $2,452+98.6% | $2,779+75.2% | $2,177+123.7% |
| Participant deferral / active EE | $4,562 | $3,162+44.3% | $3,535+29.0% | $3,514+29.8% |
| Admin fee / account holder | $8 | $314-97.4% | $3,839-99.8% | $847-99.1% |