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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $87,282 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $117,449 | $117,148+0.3% | $67,502+74.0% | $99,062+18.6% |
| Participation rate | 51.8% | 72.7%-20.8pp | 72.9%-21.1pp | 71.6%-19.8pp |
| Annual return | 11.88% | 14.15%-2.3pp | 3512.12%-3500.2pp | 17.66%-5.8pp |
| Employer contribution / active EE | $0 | $4,623-100.0% | $2,731-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $4,318 | $4,782-9.7% | $4,000+8.0% | $5,331-19.0% |
| Admin fee / account holder | $13 | $50-73.1% | $3,998-99.7% | $109-87.6% |