Filed November 30, 2014 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $6,660 |
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $25 |
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 | $61,106 | $85,199-28.3% | $57,179+6.9% | $63,975-4.5% |
| Participation rate | 99.9% | 74.0%+25.8pp | 75.3%+24.5pp | 71.1%+28.7pp |
| Annual return | 7.02% | 10.43%-3.4pp | 14.59%-7.6pp | 48.65%-41.6pp |
| Employer contribution / active EE | $8,668 | $3,446+151.5% | $2,682+223.1% | $2,182+297.3% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,096-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $39-98.8% | $3,139-100.0% | $70-99.3% |