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 |
|---|---|---|
TIAA7 years Service code 13 · EIN 13-1624203 | Contract Administrator | $4,497 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,311 | $65,557+43.9% | $64,056+47.2% | $71,457+32.0% |
| Participation rate | 94.5% | 73.2%+21.4pp | 72.3%+22.2pp | 67.9%+26.6pp |
| Annual return | 14.18% | 18.94%-4.8pp | 33.69%-19.5pp | 28.85%-14.7pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,932 | $3,626+63.6% | $3,880+52.9% | $4,289+38.3% |
| Admin fee / account holder | $15 | $616-97.5% | $3,068-99.5% | $1,587-99.0% |