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 |
|---|---|---|
TIAA4+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $154,721 |
TAG RESOURCES, LLC4+ years Service code 15 6501 DEANE HILL DR · KNOXVILLE, TN 37919 | Recordkeeping | $112,150 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 28 · EIN 81-3968784 6050 OAK TREE BLVD · CLEVELAND, OH 441316951 | Investment Management | $8,311 |
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 | $14,923 | $105,179-85.8% | $64,056-76.7% | $80,160-81.4% |
| Participation rate | 97.4% | 73.5%+23.8pp | 72.3%+25.1pp | 72.9%+24.4pp |
| Annual return | 16.68% | 20.34%-3.7pp | 33.69%-17.0pp | 40.38%-23.7pp |
| Employer contribution / active EE | $1,414 | $3,311-57.3% | $2,747-48.5% | $2,978-52.5% |
| Participant deferral / active EE | $3,044 | $4,020-24.3% | $3,880-21.6% | $5,017-39.3% |
| Admin fee / account holder | $192 | $113+69.1% | $3,068-93.8% | $145+32.2% |