Filed October 1, 2018 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $14,410 |
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 | $91,478 | $67,984+34.6% | $65,493+39.7% | $74,304+23.1% |
| Participation rate | 96.0% | 66.3%+29.7pp | 73.1%+22.9pp | 60.3%+35.7pp |
| Annual return | 10.58% | 19.87%-9.3pp | 982.45%-971.9pp | 29.43%-18.8pp |
| Employer contribution / active EE | $4,713 | $2,491+89.2% | $2,574+83.1% | $2,241+110.3% |
| Participant deferral / active EE | $4,700 | $3,346+40.4% | $3,961+18.6% | $3,767+24.7% |
| Admin fee / account holder | $79 | $1,373-94.3% | $5,028-98.4% | $2,969-97.3% |