Filed January 4, 2018 (most recent of 3 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 | Recordkeeping | $837 |
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 | $134,687 | $95,542+41.0% | $69,455+93.9% | $67,579+99.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 17.00% | 17.67%-0.7pp | 28.97%-12.0pp | 378.56%-361.6pp |
| Employer contribution / active EE | $5,334 | $2,989+78.5% | $2,779+91.9% | $2,148+148.4% |
| Participant deferral / active EE | $3,446 | $3,263+5.6% | $3,535-2.5% | $3,539-2.6% |
| Admin fee / account holder | $1 | $90-99.1% | $3,839-100.0% | $142-99.4% |