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 |
|---|---|---|
TIAA4 years Service code 13 · EIN 13-1624203 | Contract Administrator | $2,424 |
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 | $120,121 | $65,322+83.9% | $70,449+70.5% | $73,488+63.5% |
| Participation rate | 92.5% | 77.0%+15.5pp | 75.1%+17.4pp | 70.7%+21.8pp |
| Annual return | 11.74% | 15.71%-4.0pp | 109.03%-97.3pp | 28.51%-16.8pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,961 | $3,375+76.6% | $3,709+60.7% | $3,740+59.4% |
| Admin fee / account holder | $11 | $214-94.9% | $3,845-99.7% | $513-97.9% |