Filed October 1, 2018 (most recent of 2 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 |
|---|---|---|
TIAA1 year Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $1,176 |
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 | $74,769 | $60,795+23.0% | $69,455+7.6% | $65,185+14.7% |
| Participation rate | 96.7% | 74.9%+21.9pp | 74.6%+22.1pp | 70.2%+26.5pp |
| Annual return | 33.82% | 17.46%+16.4pp | 28.97%+4.8pp | 29.38%+4.4pp |
| Employer contribution / active EE | $2,553 | $2,452+4.1% | $2,779-8.1% | $2,177+17.3% |
| Participant deferral / active EE | $2,696 | $3,162-14.7% | $3,535-23.7% | $3,514-23.3% |
| Admin fee / account holder | $14 | $314-95.7% | $3,839-99.6% | $847-98.4% |