Filed May 17, 2016 (most recent of 5 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 year Service code 13 · EIN 13-1624203 | Contract Administrator | $32,576 |
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 | $95,649 | $83,884+14.0% | $64,056+49.3% | $74,419+28.5% |
| Participation rate | 77.8% | 76.6%+1.2pp | 72.3%+5.5pp | 70.7%+7.1pp |
| Annual return | 16.88% | 16.57%+0.3pp | 33.69%-16.8pp | 34.38%-17.5pp |
| Employer contribution / active EE | $3,389 | $3,084+9.9% | $2,747+23.4% | $2,637+28.5% |
| Participant deferral / active EE | $5,232 | $3,692+41.7% | $3,880+34.8% | $4,528+15.6% |
| Admin fee / account holder | $67 | $196-65.9% | $3,068-97.8% | $348-80.8% |