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 |
|---|---|---|
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $3,912 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,836 | $60,989+50.6% | $60,874+50.9% | $66,914+37.2% |
| Participation rate | 93.5% | 74.5%+19.0pp | 73.1%+20.3pp | 69.8%+23.6pp |
| Annual return | -10.86% | -9.60%-1.3pp | 16.90%-27.8pp | 1.58%-12.4pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,732 | $3,615+58.6% | $3,817+50.2% | $4,237+35.3% |
| Admin fee / account holder | $14 | $338-96.0% | $3,224-99.6% | $593-97.7% |