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 |
|---|---|---|
TIAA3+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $13,576 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $12,213 |
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 | $96,799 | $57,976+67.0% | $62,995+53.7% | $62,292+55.4% |
| Participation rate | 98.6% | 75.9%+22.7pp | 74.8%+23.8pp | 69.5%+29.1pp |
| Annual return | 16.99% | 17.54%-0.6pp | 87.57%-70.6pp | 28.90%-11.9pp |
| Employer contribution / active EE | $3,511 | $2,415+45.4% | $2,759+27.3% | $2,042+71.9% |
| Participant deferral / active EE | $4,730 | $2,956+60.0% | $3,329+42.1% | $3,169+49.3% |
| Admin fee / account holder | $94 | $276-65.7% | $3,600-97.4% | $479-80.3% |