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 |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 730 THIRD AVE. NEW YORK · NEW YORK, NY 100173206 | Recordkeeping | $11,045 |
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 | $66,930 | $55,002+21.7% | $59,878+11.8% | $56,287+18.9% |
| Participation rate | 98.3% | 75.9%+22.4pp | 74.7%+23.6pp | 69.9%+28.5pp |
| Annual return | 9.79% | 1.13%+8.7pp | 3.46%+6.3pp | -9.96%+19.8pp |
| Employer contribution / active EE | $2,318 | $2,448-5.3% | $2,722-14.8% | $2,111+9.8% |
| Participant deferral / active EE | $3,313 | $3,121+6.2% | $3,402-2.6% | $3,350-1.1% |
| Admin fee / account holder | $26 | $236-88.9% | $3,590-99.3% | $521-95.0% |