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 |
|---|---|---|
TIAA2 years Service code 63 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | 12b-1 Fees | $5,298 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,071 | $65,322+4.2% | $70,449-3.4% | $73,488-7.4% |
| Participation rate | 98.2% | 77.0%+21.2pp | 75.1%+23.1pp | 70.7%+27.5pp |
| Annual return | 5.28% | 15.71%-10.4pp | 109.03%-103.7pp | 28.51%-23.2pp |
| Employer contribution / active EE | $4,456 | $2,460+81.2% | $2,737+62.8% | $2,270+96.3% |
| Participant deferral / active EE | $4,391 | $3,375+30.1% | $3,709+18.4% | $3,740+17.4% |
| Admin fee / account holder | $18 | $214-91.7% | $3,845-99.5% | $513-96.5% |