Filed October 11, 2017 (most recent of 2 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 |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $39,513 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 949032121 | Advisory (Plan) | $29,566 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 26300 NORTHWESTERN HIGHWAY #120 · SOUTHFIELD, MI 480763750 | Accounting | $17,255 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,062 | $95,274+82.7% | $135,903+28.1% | $74,419+133.9% |
| Participation rate | 84.3% | 78.2%+6.1pp | 81.9%+2.4pp | 70.7%+13.6pp |
| Annual return | 12.83% | 32.77%-19.9pp | 68.23%-55.4pp | 34.38%-21.5pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $10,907 | $7,782+40.2% | $7,758+40.6% | $4,528+140.9% |
| Admin fee / account holder | $104 | $266-60.9% | $10,762-99.0% | $348-70.1% |