Filed December 10, 2015 (most recent of 2 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 99 · EIN 13-1624203 | Other Fees | $17,258 |
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 | $18,897 | $37,196-49.2% | $154,107-87.7% | $55,725-66.1% |
| Participation rate | 86.9% | 64.1%+22.8pp | 83.0%+3.8pp | 70.9%+16.0pp |
| Annual return | 6.28% | 1319.68%-1313.4pp | 735.12%-728.8pp | 244.93%-238.6pp |
| Employer contribution / active EE | $1,287 | $1,614-20.3% | $5,298-75.7% | $2,078-38.1% |
| Participant deferral / active EE | $1,480 | $2,068-28.4% | $5,081-70.9% | $3,356-55.9% |
| Admin fee / account holder | $28 | $102-72.4% | $13,411-99.8% | $115-75.7% |