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 |
|---|---|---|
TIAA4 years Service code 50 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Direct Payment | $26,375 |
Service code 50 · EIN 03-0215988 PO BOX 820 · BRATTLEBORO, VT 053020820 | Direct Payment | $18,095 |
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 | $77,181 | $65,322+18.2% | $70,449+9.6% | $73,488+5.0% |
| Participation rate | 80.1% | 77.0%+3.2pp | 75.1%+5.1pp | 70.7%+9.5pp |
| Annual return | 13.50% | 15.71%-2.2pp | 109.03%-95.5pp | 28.51%-15.0pp |
| Employer contribution / active EE | $4,712 | $2,460+91.5% | $2,737+72.2% | $2,270+107.5% |
| Participant deferral / active EE | $3,455 | $3,375+2.4% | $3,709-6.8% | $3,740-7.6% |
| Admin fee / account holder | $132 | $214-38.3% | $3,845-96.6% | $513-74.3% |