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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $489,165 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,691 | $83,057-54.6% | $143,757-73.8% | $89,394-57.8% |
| Participation rate | 97.5% | 74.0%+23.4pp | 80.3%+17.2pp | 71.3%+26.2pp |
| Annual return | -14.63% | -13.97%-0.7pp | -0.04%-14.6pp | -11.89%-2.7pp |
| Employer contribution / active EE | $4,597 | $2,095+119.4% | $4,951-7.2% | $3,022+52.1% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $5,637-100.0% | $5,123-100.0% |
| Admin fee / account holder | $5 | $83-93.5% | $14,673-100.0% | $79-93.2% |