Filed February 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 |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $39,612 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 26 · EIN 36-4001764 100 NORTHFIELD DRIVE · WINDSOR, CT 060954730 | Advisory (Participants) | $24,646 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,185 | $69,763+174.0% | $67,502+183.2% | $74,495+156.6% |
| Participation rate | 96.4% | 71.4%+25.1pp | 72.9%+23.6pp | 67.2%+29.2pp |
| Annual return | 13.19% | -40.34%+53.5pp | 3512.12%-3498.9pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $6,346 | $2,704+134.7% | $2,731+132.4% | $2,623+141.9% |
| Participant deferral / active EE | $6,328 | $3,636+74.1% | $4,000+58.2% | $4,346+45.6% |
| Admin fee / account holder | $197 | $896-78.0% | $3,998-95.1% | $1,942-89.9% |