Filed December 15, 2016 (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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $850 |
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 | $193,740 | $60,323+221.2% | $81,812+136.8% | $74,495+160.1% |
| Participation rate | 97.4% | 62.9%+34.5pp | 72.3%+25.0pp | 67.2%+30.2pp |
| Annual return | 11.29% | 16.90%-5.6pp | 773.79%-762.5pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $5,511 | $2,620+110.3% | $2,912+89.2% | $2,623+110.1% |
| Participant deferral / active EE | $8,430 | $3,387+148.9% | $4,319+95.2% | $4,346+94.0% |
| Admin fee / account holder | $5 | $1,486-99.7% | $7,386-99.9% | $1,942-99.8% |