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 LLC6 years Service code 28 · EIN 47-3314008 | Investment Management | $32,525 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,425 |
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 | $153,986 | $67,984+126.5% | $65,493+135.1% | $74,304+107.2% |
| Participation rate | 98.8% | 66.3%+32.4pp | 73.1%+25.7pp | 60.3%+38.4pp |
| Annual return | 15.68% | 19.87%-4.2pp | 982.45%-966.8pp | 29.43%-13.8pp |
| Employer contribution / active EE | $6,554 | $2,491+163.1% | $2,574+154.6% | $2,241+192.4% |
| Participant deferral / active EE | $7,037 | $3,346+110.3% | $3,961+77.7% | $3,767+86.8% |
| Admin fee / account holder | $70 | $1,373-94.9% | $5,028-98.6% | $2,969-97.6% |