Filed April 8, 2020
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 6-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 |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $27,630 |
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 | $37,700 | $94,833-60.2% | $75,696-50.2% | $86,799-56.6% |
| Participation rate | 98.3% | 79.1%+19.2pp | 74.8%+23.5pp | 72.3%+26.0pp |
| Annual return | 19.95% | 16.91%+3.0pp | 104.53%-84.6pp | 97.91%-78.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,821-100.0% | $4,131-100.0% |
| Admin fee / account holder | $36 | $109-67.1% | $3,619-99.0% | $170-78.9% |