Filed February 24, 2016 (most recent of 4 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 |
|---|---|---|
Service code 28 · EIN 20-8874282 | Investment Management | $7,750 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,726 | $52,208+66.1% | $86,612+0.1% | $74,419+16.5% |
| Participation rate | 98.9% | 66.3%+32.6pp | 71.7%+27.2pp | 70.7%+28.2pp |
| Annual return | 11.71% | 44.46%-32.7pp | 591.07%-579.4pp | 34.38%-22.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,022-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $6,058 | $3,383+79.1% | $4,438+36.5% | $4,528+33.8% |
| Admin fee / account holder | $30 | $319-90.6% | $5,614-99.5% | $348-91.4% |