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 |
|---|---|---|
TIAA8+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $29,100 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $25,762 |
BENEFIT AUDIT GROUP, LLC2 years Filed as: BENEFIT AUDIT GROUP Service code 49 · EIN 21-9987163 | Other Services | $9,800 |
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 | $127,699 | $60,989+109.4% | $60,874+109.8% | $66,914+90.8% |
| Participation rate | 97.7% | 74.5%+23.2pp | 73.1%+24.6pp | 69.8%+27.9pp |
| Annual return | -13.56% | -9.60%-4.0pp | 16.90%-30.5pp | 1.58%-15.1pp |
| Employer contribution / active EE | $3,988 | $2,661+49.9% | $2,701+47.6% | $2,544+56.7% |
| Participant deferral / active EE | $5,333 | $3,615+47.5% | $3,817+39.7% | $4,237+25.9% |
| Admin fee / account holder | $169 | $338-50.2% | $3,224-94.8% | $593-71.6% |