Filed December 20, 2022 (most recent of 3 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 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 |
|---|---|---|
TIAA5+ years Service code 72 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other investment fees and expenses | $92,077 |
NATIONWIDE4+ years Service code 72 · EIN 31-4156830 P.O. BOX 182021 · COLUMBUS, OH 432182021 | Other investment fees and expenses | $3,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $203,793 | $95,542+113.3% | $69,455+193.4% | $67,579+201.6% |
| Participation rate | 53.0% | 79.4%-26.4pp | 74.6%-21.6pp | 71.3%-18.3pp |
| Annual return | 19.14% | 17.67%+1.5pp | 28.97%-9.8pp | 378.56%-359.4pp |
| Employer contribution / active EE | $3,551 | $2,989+18.8% | $2,779+27.8% | $2,148+65.3% |
| Participant deferral / active EE | $2,757 | $3,263-15.5% | $3,535-22.0% | $3,539-22.1% |
| Admin fee / account holder | $158 | $90+75.5% | $3,839-95.9% | $142+10.8% |