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 |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 730 THIRD AVE. NEW YORK · NEW YORK, NY 100173206 | Recordkeeping | $8,841 |
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 | $64,199 | $57,976+10.7% | $62,995+1.9% | $62,292+3.1% |
| Participation rate | 98.8% | 75.9%+22.9pp | 74.8%+24.0pp | 69.5%+29.3pp |
| Annual return | 12.37% | 17.54%-5.2pp | 87.57%-75.2pp | 28.90%-16.5pp |
| Employer contribution / active EE | $2,309 | $2,415-4.4% | $2,759-16.3% | $2,042+13.0% |
| Participant deferral / active EE | $3,079 | $2,956+4.2% | $3,329-7.5% | $3,169-2.9% |
| Admin fee / account holder | $21 | $276-92.3% | $3,600-99.4% | $479-95.6% |