Filed May 20, 2019
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 |
|---|---|---|
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $6,496 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $5,844 |
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 | $75,867 | $51,769+46.5% | $57,343+32.3% | $52,331+45.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 1.97% | 2.43%-0.5pp | 24.39%-22.4pp | 4.54%-2.6pp |
| Employer contribution / active EE | $3,621 | $2,335+55.0% | $2,689+34.7% | $1,882+92.4% |
| Participant deferral / active EE | $4,949 | $2,794+77.1% | $3,162+56.5% | $3,022+63.7% |
| Admin fee / account holder | $45 | $295-84.7% | $3,356-98.7% | $592-92.4% |