Filed January 23, 2018 (most recent of 3 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 |
|---|---|---|
TIAA2+ years Service code 62 · EIN 13-1624203 | Float revenue | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,768 | $57,976+39.3% | $62,995+28.2% | $62,292+29.7% |
| Participation rate | 99.1% | 75.9%+23.1pp | 74.8%+24.3pp | 69.5%+29.6pp |
| Annual return | 10.70% | 17.54%-6.8pp | 87.57%-76.9pp | 28.90%-18.2pp |
| Employer contribution / active EE | $3,836 | $2,415+58.9% | $2,759+39.1% | $2,042+87.9% |
| Participant deferral / active EE | $4,907 | $2,956+66.0% | $3,329+47.4% | $3,169+54.8% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |