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 |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC2+ years Filed as: SECURIAN FINANCIAL SERVICES Service code 50 · EIN 41-1486060 PS13845 401 N ROBERT ST · SAINT PAUL, MN 55101 | Direct Payment | $19,472 |
TIAA1+ years Service code 22 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Insurance Broker | $1,298 |
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 | $27,844 | $68,408-59.3% | $57,179-51.3% | $57,658-51.7% |
| Participation rate | 98.2% | 79.1%+19.1pp | 75.3%+22.8pp | 70.2%+28.0pp |
| Annual return | 7.31% | 8.51%-1.2pp | 14.59%-7.3pp | 5.13%+2.2pp |
| Employer contribution / active EE | $2,132 | $2,869-25.7% | $2,682-20.5% | $1,974+8.0% |
| Participant deferral / active EE | $2,908 | $2,903+0.2% | $3,096-6.1% | $3,061-5.0% |
| Admin fee / account holder | $30 | $70-57.2% | $3,139-99.0% | $95-68.4% |