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 |
|---|---|---|
TIAA6+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $21,931 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $19,535 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,075 | $65,322+99.1% | $70,449+84.6% | $73,488+77.0% |
| Participation rate | 99.4% | 77.0%+22.4pp | 75.1%+24.3pp | 70.7%+28.7pp |
| Annual return | 16.95% | 15.71%+1.2pp | 109.03%-92.1pp | 28.51%-11.6pp |
| Employer contribution / active EE | $3,285 | $2,460+33.5% | $2,737+20.0% | $2,270+44.7% |
| Participant deferral / active EE | $4,716 | $3,375+39.7% | $3,709+27.2% | $3,740+26.1% |
| Admin fee / account holder | $89 | $214-58.2% | $3,845-97.7% | $513-82.6% |