Filed September 14, 2018 (most recent of 2 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 |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 730 THIRD AVE. NEW YORK · NEW YORK, NY 100173206 | Recordkeeping | $6,312 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,238 | $68,408-14.9% | $57,179+1.9% | $57,658+1.0% |
| Participation rate | 99.0% | 79.1%+19.9pp | 75.3%+23.7pp | 70.2%+28.8pp |
| Annual return | 1.25% | 8.51%-7.3pp | 14.59%-13.3pp | 5.13%-3.9pp |
| Employer contribution / active EE | $1,853 | $2,869-35.4% | $2,682-30.9% | $1,974-6.1% |
| Participant deferral / active EE | $2,486 | $2,903-14.4% | $3,096-19.7% | $3,061-18.8% |
| Admin fee / account holder | $16 | $70-77.3% | $3,139-99.5% | $95-83.3% |