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 |
|---|---|---|
TIAA3 years Service code 13 · EIN 13-1624203 | Contract Administrator | $43,761 |
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 | $120,692 | $96,018+25.7% | $65,493+84.3% | $85,563+41.1% |
| Participation rate | 72.5% | 74.8%-2.4pp | 73.1%-0.6pp | 66.0%+6.5pp |
| Annual return | 15.33% | 14.51%+0.8pp | 982.45%-967.1pp | 31.51%-16.2pp |
| Employer contribution / active EE | $3,477 | $3,235+7.5% | $2,574+35.1% | $2,654+31.0% |
| Participant deferral / active EE | $5,190 | $4,055+28.0% | $3,961+31.0% | $4,375+18.6% |
| Admin fee / account holder | $86 | $271-68.4% | $5,028-98.3% | $834-89.7% |