Filed April 25, 2023 (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 |
|---|---|---|
TIAA7 years Filed as: TIAA-CREF Service code 14 · EIN 13-1624203 | Plan Administrator | $35,712 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Claims processing; Finders' fees / pl... | $32,786 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN AGENCY, LLC Service code 14 · EIN 36-2668272 | Plan Administrator | $8,452 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,987 | $115,444+0.5% | $65,493+77.1% | $102,872+12.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 73.1%+26.9pp | 73.0%+27.0pp |
| Annual return | 10.52% | 15.94%-5.4pp | 982.45%-971.9pp | 19.06%-8.5pp |
| Employer contribution / active EE | $0 | $3,409-100.0% | $2,574-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $3,961-100.0% | $5,535-100.0% |
| Admin fee / account holder | $17 | $123-86.2% | $5,028-99.7% | $292-94.2% |