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 |
|---|---|---|
TIAA2 years Service code 13 · EIN 13-1624203 | Contract Administrator | $37,744 |
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 | $106,210 | $91,762+15.7% | $67,502+57.3% | $77,643+36.8% |
| Participation rate | 70.9% | 75.9%-5.0pp | 72.9%-1.9pp | 70.6%+0.4pp |
| Annual return | 13.40% | 14.87%-1.5pp | 3512.12%-3498.7pp | 31.24%-17.8pp |
| Employer contribution / active EE | $3,194 | $3,181+0.4% | $2,731+17.0% | $2,726+17.2% |
| Participant deferral / active EE | $4,733 | $3,903+21.3% | $4,000+18.3% | $4,647+1.8% |
| Admin fee / account holder | $75 | $176-57.3% | $3,998-98.1% | $430-82.5% |