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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $29,378 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,653 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE & MORAN LLC Service code 10 · EIN 38-1357951 26300 NORTHWESTERN HWY #120 · SOUTHFIELD, MI 480763750 | Accounting | $14,650 |
Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $6,798 |
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 | $148,273 | $100,801+47.1% | $149,696-1.0% | $73,409+102.0% |
| Participation rate | 99.6% | 77.7%+21.9pp | 82.5%+17.1pp | 72.2%+27.4pp |
| Annual return | 12.86% | 265.34%-252.5pp | 276.60%-263.7pp | 59.29%-46.4pp |
| Employer contribution / active EE | $14,181 | $3,312+328.2% | $4,644+205.3% | $2,234+534.9% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $104 | $181-42.2% | $9,309-98.9% | $158-33.9% |