Filed March 26, 2018
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 6-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 |
|---|---|---|
TIAA6+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $176,735 |
TAG RESOURCES, LLC6+ years Service code 15 6501 DEANE HILL DR · KNOXVILLE, TN 37919 | Recordkeeping | $140,454 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 28 · EIN 81-3968784 6050 OAK TREE BLVD · CLEVELAND, OH 441316951 | Investment Management | $41,933 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,225 | $115,444-80.7% | $65,493-66.1% | $102,872-78.4% |
| Participation rate | 96.4% | 71.2%+25.2pp | 73.1%+23.3pp | 73.0%+23.3pp |
| Annual return | 13.21% | 15.94%-2.7pp | 982.45%-969.2pp | 19.06%-5.8pp |
| Employer contribution / active EE | $1,417 | $3,409-58.4% | $2,574-44.9% | $3,526-59.8% |
| Participant deferral / active EE | $2,836 | $4,118-31.1% | $3,961-28.4% | $5,535-48.8% |
| Admin fee / account holder | $202 | $123+64.3% | $5,028-96.0% | $292-30.8% |