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 |
|---|---|---|
TIAA5+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $165,869 |
TAG RESOURCES, LLC5+ years Service code 15 6501 DEANE HILL DR · KNOXVILLE, TN 37919 | Recordkeeping | $126,301 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 28 · EIN 81-3968784 6050 OAK TREE BLVD · CLEVELAND, OH 441316951 | Investment Management | $23,388 |
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 | $18,943 | $113,293-83.3% | $67,502-71.9% | $199,593-90.5% |
| Participation rate | 96.9% | 73.3%+23.5pp | 72.9%+24.0pp | 72.0%+24.9pp |
| Annual return | 15.92% | 15.88%0pp | 3512.12%-3496.2pp | 34.25%-18.3pp |
| Employer contribution / active EE | $1,390 | $3,401-59.1% | $2,731-49.1% | $3,034-54.2% |
| Participant deferral / active EE | $2,974 | $4,159-28.5% | $4,000-25.6% | $5,087-41.5% |
| Admin fee / account holder | $195 | $103+90.7% | $3,998-95.1% | $269-27.3% |