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 |
|---|---|---|
TIAA1+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $77,557 |
TAG RESOURCES, LLC1+ years Service code 15 6501 DEANE HILL DR · KNOXVILLE, TN 37919 | Recordkeeping | $56,346 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,896 | $84,948-94.2% | $70,449-93.1% | $73,409-93.3% |
| Participation rate | 99.5% | 79.9%+19.5pp | 75.1%+24.4pp | 72.2%+27.3pp |
| Annual return | 0.00% | 13.39%-13.4pp | 109.03%-109.0pp | 59.29%-59.3pp |
| Employer contribution / active EE | $1,232 | $2,834-56.5% | $2,737-55.0% | $2,234-44.8% |
| Participant deferral / active EE | $2,646 | $3,387-21.9% | $3,709-28.7% | $3,805-30.5% |
| Admin fee / account holder | $140 | $98+42.3% | $3,845-96.4% | $158-11.6% |