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 |
|---|---|---|
TIAA3+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $129,746 |
TAG RESOURCES, LLC3+ years Service code 15 6501 DEANE HILL DR · KNOXVILLE, TN 37919 | Recordkeeping | $94,234 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 28 · EIN 81-3968784 6050 OAK TREE BLVD · CLEVELAND, OH 441316951 | Investment Management | $6,243 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,240 | $98,780-88.6% | $60,874-81.5% | $77,904-85.6% |
| Participation rate | 98.6% | 76.7%+21.9pp | 73.1%+25.5pp | 73.7%+24.9pp |
| Annual return | -20.66% | -11.56%-9.1pp | 16.90%-37.6pp | 12.21%-32.9pp |
| Employer contribution / active EE | $1,472 | $3,605-59.2% | $2,701-45.5% | $2,848-48.3% |
| Participant deferral / active EE | $3,036 | $4,200-27.7% | $3,817-20.5% | $4,806-36.8% |
| Admin fee / account holder | $193 | $89+118.1% | $3,224-94.0% | $133+45.8% |