Filed February 17, 2017
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $7,615 |
Service code 26 · EIN 36-4001764 ONE HUNDRED NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Participants) | $6,151 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,109 | $49,227+125.7% | $70,449+57.7% | $79,858+39.1% |
| Participation rate | 79.8% | 69.2%+10.6pp | 75.1%+4.7pp | 69.6%+10.2pp |
| Annual return | 18.01% | 30.06%-12.1pp | 109.03%-91.0pp | 31.71%-13.7pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,285 | $2,768+127.1% | $3,709+69.5% | $3,740+68.1% |
| Admin fee / account holder | $109 | $2,878-96.2% | $3,845-97.2% | $5,306-97.9% |