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 |
|---|---|---|
TIAA5+ years Service code 22 · EIN 13-1624203 | Insurance Broker | $74,796 |
SECURIAN FINANCIAL SERVICES INC6+ years Filed as: SECURIAN FINANCIAL SERVICES Service code 50 · EIN 41-1486060 | Direct Payment | $44,966 |
COLORADO CHRISTIAN UNIVERSITY1 year Service code 10 · EIN 84-0442429 | Accounting | $15,100 |
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 | $43,523 | $84,948-48.8% | $70,449-38.2% | $73,409-40.7% |
| Participation rate | 98.7% | 79.9%+18.7pp | 75.1%+23.6pp | 72.2%+26.5pp |
| Annual return | 16.59% | 13.39%+3.2pp | 109.03%-92.4pp | 59.29%-42.7pp |
| Employer contribution / active EE | $1,447 | $2,834-49.0% | $2,737-47.1% | $2,234-35.2% |
| Participant deferral / active EE | $3,058 | $3,387-9.7% | $3,709-17.6% | $3,805-19.6% |
| Admin fee / account holder | $158 | $98+60.9% | $3,845-95.9% | $1580% |