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 |
|---|---|---|
Filed as: VALIC Service code 13 · EIN 51-0396365 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Contract Administrator | $13,271 |
CLS INVESTMENTS4 years Filed as: CLS INVESTMENTS, LLC Service code 27 · EIN 32-0070947 17300 DALLAS PKWY · DALLAS, TX 752481139 | Advisory (Plan) | $4,435 |
TIAA6+ years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $3,208 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $42,845 | $74,706-42.6% | $75,696-43.4% | $79,386-46.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 25.71% | 18.52%+7.2pp | 104.53%-78.8pp | 116.85%-91.1pp |
| Employer contribution / active EE | $2,890 | $2,590+11.6% | $2,743+5.4% | $2,427+19.1% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,821-100.0% | $4,046-100.0% |
| Admin fee / account holder | $109 | $374-71.0% | $3,619-97.0% | $626-82.7% |