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 | $60,261+221.5% | $81,783+136.9% | $74,546+159.9% |
| Participation rate | 97.4% | 62.9%+34.5pp | 72.4%+25.0pp | 67.2%+30.2pp |
| Annual return | 11.29% | 16.88%-5.6pp | 775.05%-763.8pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $5,511 | $2,622+110.2% | $2,913+89.2% | $2,624+110.0% |
| Participant deferral / active EE | $8,430 | $3,388+148.9% | $4,320+95.1% | $4,347+93.9% |
| Admin fee / account holder | $5 | $1,482-99.7% | $7,380-99.9% | $1,944-99.8% |