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 |
|---|---|---|
TIAA8 years Service code 13 · EIN 13-1624203 | Contract Administrator | $6,351 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,696 | $69,763+54.4% | $67,502+59.5% | $74,495+44.6% |
| Participation rate | 93.5% | 71.4%+22.2pp | 72.9%+20.6pp | 67.2%+26.3pp |
| Annual return | 11.05% | -40.34%+51.4pp | 3512.12%-3501.1pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,909 | $3,636+62.5% | $4,000+47.7% | $4,346+36.0% |
| Admin fee / account holder | $22 | $896-97.6% | $3,998-99.5% | $1,942-98.9% |