Filed May 22, 2020 (most recent of 4 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 |
|---|---|---|
OHIO WESLEYAN UNIVERSITY1 year Service code 28 · EIN 31-4379585 | Investment Management | $25,737 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,037 |
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 | $168,706 | $84,948+98.6% | $70,449+139.5% | $73,409+129.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 4.94% | 13.39%-8.4pp | 109.03%-104.1pp | 59.29%-54.4pp |
| Employer contribution / active EE | $6,131 | $2,834+116.3% | $2,737+124.0% | $2,234+174.5% |
| Participant deferral / active EE | $4,543 | $3,387+34.1% | $3,709+22.5% | $3,805+19.4% |
| Admin fee / account holder | $28 | $98-71.2% | $3,845-99.3% | $158-82.1% |