Filed April 21, 2016
Total covered: 2 employees
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 |
|---|---|---|
CLEARSTEAD ADVISORS, LLC1 year Service code 28 · EIN 34-1597728 | Investment Management | $6,438 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,046 |
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.
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 | $111,256 | $96,018+15.9% | $65,493+69.9% | $85,563+30.0% |
| Participation rate | 66.8% | 74.8%-8.0pp | 73.1%-6.3pp | 66.0%+0.9pp |
| Annual return | 8.92% | 14.51%-5.6pp | 982.45%-973.5pp | 31.51%-22.6pp |
| Employer contribution / active EE | $1,183 | $3,235-63.4% | $2,574-54.0% | $2,654-55.4% |
| Participant deferral / active EE | $3,013 | $4,055-25.7% | $3,961-23.9% | $4,375-31.1% |
| Admin fee / account holder | $10 | $271-96.5% | $5,028-99.8% | $834-98.9% |