Filed May 10, 2018 (most recent of 2 filings on file)
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 10-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 Service code 13 · EIN 13-1624203 | Contract Administrator | $2,057 |
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 | $107,973 | $60,795+77.6% | $69,455+55.5% | $65,185+65.6% |
| Participation rate | 93.4% | 74.9%+18.5pp | 74.6%+18.8pp | 70.2%+23.2pp |
| Annual return | 16.06% | 17.46%-1.4pp | 28.97%-12.9pp | 29.38%-13.3pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,001 | $3,162+89.8% | $3,535+69.7% | $3,514+70.8% |
| Admin fee / account holder | $8 | $314-97.4% | $3,839-99.8% | $847-99.0% |