Filed September 19, 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 |
|---|---|---|
WALDEN WEALTH PARTNERS LLC2 years Service code 28 · EIN 47-3314008 | Investment Management | $10,547 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $400 |
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 | $153,691 | $74,706+105.7% | $75,696+103.0% | $79,386+93.6% |
| Participation rate | 97.8% | 75.3%+22.5pp | 74.8%+23.0pp | 70.7%+27.1pp |
| Annual return | 12.95% | 18.52%-5.6pp | 104.53%-91.6pp | 116.85%-103.9pp |
| Employer contribution / active EE | $6,392 | $2,590+146.8% | $2,743+133.1% | $2,427+163.3% |
| Participant deferral / active EE | $5,593 | $3,533+58.3% | $3,821+46.4% | $4,046+38.3% |
| Admin fee / account holder | $23 | $374-93.9% | $3,619-99.4% | $626-96.4% |