Filed June 13, 2016 (most recent of 5 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 |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $125,875 |
GBQ PARTNERS3 years Service code 10 · EIN 20-2122306 230 WEST STREET, SUITE 700 · COLUMBUS, OH 43215 | Accounting | $0 |
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 | $31,950 | $58,202-45.1% | $172,739-81.5% | $89,569-64.3% |
| Participation rate | 98.9% | 72.8%+26.0pp | 82.6%+16.2pp | 69.6%+29.3pp |
| Annual return | 20.82% | 61.59%-40.8pp | 802.84%-782.0pp | 34.56%-13.7pp |
| Employer contribution / active EE | $3,712 | $1,759+111.0% | $5,143-27.8% | $2,584+43.6% |
| Participant deferral / active EE | $0 | $3,335-100.0% | $5,198-100.0% | $4,220-100.0% |
| Admin fee / account holder | $7 | $53-87.4% | $13,954-100.0% | $72-90.7% |