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 |
|---|---|---|
TIAA5+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $18,427 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $16,582 |
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 | $110,371 | $60,795+81.5% | $69,455+58.9% | $65,185+69.3% |
| Participation rate | 99.4% | 74.9%+24.5pp | 74.6%+24.8pp | 70.2%+29.2pp |
| Annual return | 20.99% | 17.46%+3.5pp | 28.97%-8.0pp | 29.38%-8.4pp |
| Employer contribution / active EE | $3,227 | $2,452+31.6% | $2,779+16.1% | $2,177+48.3% |
| Participant deferral / active EE | $4,623 | $3,162+46.2% | $3,535+30.8% | $3,514+31.6% |
| Admin fee / account holder | $75 | $314-75.9% | $3,839-98.0% | $847-91.1% |