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 |
|---|---|---|
TIAA9+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $33,345 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $29,110 |
BENEFIT AUDIT GROUP, LLC3 years Filed as: BENEFIT AUDIT GROUP Service code 49 · EIN 21-9987163 | Other Services | $8,000 |
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 | $148,136 | $65,557+126.0% | $64,056+131.3% | $71,457+107.3% |
| Participation rate | 96.4% | 73.2%+23.3pp | 72.3%+24.1pp | 67.9%+28.5pp |
| Annual return | 18.27% | 18.94%-0.7pp | 33.69%-15.4pp | 28.85%-10.6pp |
| Employer contribution / active EE | $4,085 | $2,669+53.1% | $2,747+48.7% | $2,588+57.9% |
| Participant deferral / active EE | $5,864 | $3,626+61.7% | $3,880+51.1% | $4,289+36.7% |
| Admin fee / account holder | $248 | $616-59.8% | $3,068-91.9% | $1,587-84.4% |