Filed December 30, 2019 (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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 49 · EIN 35-2552359 | Other Services | $41,700 |
Filed as: GALLAGER BENEFIT SERVICES, INC. Service code 51 · EIN 36-4291971 | Investment Mgmt Fees | $35,928 |
TIAA5 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 49 · EIN 13-1624203 | Other Services | $24,289 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,840 | $79,124+69.2% | $60,874+119.9% | $64,808+106.5% |
| Participation rate | 91.4% | 77.7%+13.6pp | 73.1%+18.3pp | 71.5%+19.9pp |
| Annual return | -11.88% | -7.13%-4.8pp | 16.90%-28.8pp | 32.82%-44.7pp |
| Employer contribution / active EE | $2,814 | $3,050-7.7% | $2,701+4.2% | $2,506+12.3% |
| Participant deferral / active EE | $4,238 | $3,725+13.8% | $3,817+11.0% | $4,310-1.7% |
| Admin fee / account holder | $122 | $106+15.3% | $3,224-96.2% | $188-35.1% |