Filed November 4, 2014
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 15 · EIN 13-1624203 | Recordkeeping | $14 |
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 | $58,176 | $68,408-15.0% | $57,179+1.7% | $57,658+0.9% |
| Participation rate | 97.4% | 79.1%+18.3pp | 75.3%+22.1pp | 70.2%+27.2pp |
| Annual return | 118.93% | 8.51%+110.4pp | 14.59%+104.3pp | 5.13%+113.8pp |
| Employer contribution / active EE | $2,340 | $2,869-18.4% | $2,682-12.8% | $1,974+18.6% |
| Participant deferral / active EE | $2,679 | $2,903-7.7% | $3,096-13.5% | $3,061-12.5% |
| Admin fee / account holder | $0 | $70-99.7% | $3,139-100.0% | $95-99.8% |