Filed January 17, 2020 (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 9-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 |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC. Service code 26 · EIN 74-2794194 | Advisory (Participants) | $56,156 |
TIAA1+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $424 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,311 | $112,772-87.3% | $57,343-75.0% | $59,188-75.8% |
| Participation rate | 99.5% | 71.3%+28.2pp | 75.1%+24.4pp | 69.4%+30.1pp |
| Annual return | 5.04% | 0.85%+4.2pp | 24.39%-19.4pp | 5.51%-0.5pp |
| Employer contribution / active EE | $1,963 | $3,400-42.3% | $2,689-27.0% | $2,098-6.4% |
| Participant deferral / active EE | $1,795 | $3,010-40.4% | $3,162-43.3% | $3,265-45.0% |
| Admin fee / account holder | $12 | $144-91.6% | $3,356-99.6% | $92-86.9% |