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 AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $47,563 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE & MORAN LLC Service code 10 · EIN 38-1357951 26300 NORTHWESTERN HWY #120 · SOUTHFIELD, MI 480763750 | Accounting | $17,255 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,942 |
Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $7,978 |
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 | $140,787 | $95,274+47.8% | $135,903+3.6% | $74,419+89.2% |
| Participation rate | 99.6% | 78.2%+21.5pp | 81.9%+17.7pp | 70.7%+28.9pp |
| Annual return | 13.79% | 32.77%-19.0pp | 68.23%-54.4pp | 34.38%-20.6pp |
| Employer contribution / active EE | $14,540 | $3,874+275.3% | $4,856+199.4% | $2,637+451.3% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $131 | $266-50.7% | $10,762-98.8% | $348-62.3% |