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 LLC4 years Service code 28 · EIN 47-3314008 | Investment Management | $26,750 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,300 |
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 | $143,854 | $65,557+119.4% | $64,056+124.6% | $71,457+101.3% |
| Participation rate | 95.2% | 73.2%+22.1pp | 72.3%+22.9pp | 67.9%+27.3pp |
| Annual return | 14.28% | 18.94%-4.7pp | 33.69%-19.4pp | 28.85%-14.6pp |
| Employer contribution / active EE | $6,680 | $2,669+150.3% | $2,747+143.2% | $2,588+158.2% |
| Participant deferral / active EE | $6,666 | $3,626+83.8% | $3,880+71.8% | $4,289+55.4% |
| Admin fee / account holder | $57 | $616-90.8% | $3,068-98.2% | $1,587-96.4% |