Filed December 6, 2022
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 |
|---|---|---|
TIAA2 years Service code 50 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Direct Payment | $17,239 |
Service code 50 · EIN 03-0215988 PO BOX 820 · BRATTLEBORO, VT 053020820 | Direct Payment | $16,922 |
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 | $62,412 | $55,002+13.5% | $59,878+4.2% | $56,287+10.9% |
| Participation rate | 80.0% | 75.9%+4.1pp | 74.7%+5.3pp | 69.9%+10.1pp |
| Annual return | -0.32% | 1.13%-1.5pp | 3.46%-3.8pp | -9.96%+9.6pp |
| Employer contribution / active EE | $4,228 | $2,448+72.7% | $2,722+55.3% | $2,111+100.3% |
| Participant deferral / active EE | $3,413 | $3,121+9.4% | $3,402+0.3% | $3,350+1.9% |
| Admin fee / account holder | $101 | $236-57.3% | $3,590-97.2% | $521-80.7% |