Filed November 20, 2015
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 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $1,228 |
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 | $76,876 | $65,322+17.7% | $70,449+9.1% | $73,488+4.6% |
| Participation rate | 99.1% | 77.0%+22.1pp | 75.1%+24.0pp | 70.7%+28.4pp |
| Annual return | 15.74% | 15.71%0pp | 109.03%-93.3pp | 28.51%-12.8pp |
| Employer contribution / active EE | $5,930 | $2,460+141.1% | $2,737+116.7% | $2,270+161.2% |
| Participant deferral / active EE | $6,353 | $3,375+88.3% | $3,709+71.3% | $3,740+69.9% |
| Admin fee / account holder | $3 | $214-98.4% | $3,845-99.9% | $513-99.3% |