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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Contract Administrator | $99,463 |
Filed as: FIDELITY Service code 13 · EIN 04-2882358 | Contract Administrator | $6,549 |
GBQ PARTNERS2 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 | $38,022 | $53,565-29.0% | $172,739-78.0% | $82,204-53.7% |
| Participation rate | 98.1% | 69.6%+28.4pp | 82.6%+15.4pp | 73.4%+24.7pp |
| Annual return | 22.23% | 31.42%-9.2pp | 802.84%-780.6pp | 26.31%-4.1pp |
| Employer contribution / active EE | $4,163 | $1,857+124.2% | $5,143-19.1% | $2,707+53.8% |
| Participant deferral / active EE | $0 | $3,006-100.0% | $5,198-100.0% | $4,246-100.0% |
| Admin fee / account holder | $7 | $61-88.4% | $13,954-99.9% | $76-90.6% |