Filed August 9, 2017 (most recent of 15 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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $163,846 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,333 |
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 | $133,730 | $117,148+14.2% | $67,502+98.1% | $99,062+35.0% |
| Participation rate | 97.5% | 72.7%+24.9pp | 72.9%+24.7pp | 71.6%+25.9pp |
| Annual return | 10.78% | 14.15%-3.4pp | 3512.12%-3501.3pp | 17.66%-6.9pp |
| Employer contribution / active EE | $8,341 | $4,623+80.4% | $2,731+205.4% | $3,262+155.7% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,000-100.0% | $5,331-100.0% |
| Admin fee / account holder | $14 | $50-72.3% | $3,998-99.7% | $109-87.3% |