Filed June 13, 2016 (most recent of 5 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $460,918 |
GBQ PARTNERS5 years Service code 10 · EIN 20-2122306 230 WEST STREET, SUITE 700 · COLUMBUS, OH 43215 | Accounting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,756 | $68,062-32.8% | $185,823-75.4% | $106,520-57.0% |
| Participation rate | 97.3% | 75.2%+22.1pp | 81.7%+15.6pp | 71.3%+26.0pp |
| Annual return | 14.61% | 18.20%-3.6pp | 122.05%-107.4pp | 19.28%-4.7pp |
| Employer contribution / active EE | $4,234 | $1,997+112.0% | $5,167-18.1% | $2,840+49.1% |
| Participant deferral / active EE | $0 | $3,990-100.0% | $5,568-100.0% | $4,948-100.0% |
| Admin fee / account holder | $1 | $53-98.4% | $16,237-100.0% | $75-98.9% |