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 |
|---|---|---|
TIAA6+ years Service code 72 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other investment fees and expenses | $79,694 |
NATIONWIDE5+ years Service code 72 · EIN 31-4156830 P.O. BOX 182021 · COLUMBUS, OH 432182021 | Other investment fees and expenses | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $256,903 | $84,948+202.4% | $70,449+264.7% | $73,409+250.0% |
| Participation rate | 47.5% | 79.9%-32.5pp | 75.1%-27.6pp | 72.2%-24.7pp |
| Annual return | 14.64% | 13.39%+1.3pp | 109.03%-94.4pp | 59.29%-44.7pp |
| Employer contribution / active EE | $2,185 | $2,834-22.9% | $2,737-20.2% | $2,234-2.2% |
| Participant deferral / active EE | $2,687 | $3,387-20.7% | $3,709-27.6% | $3,805-29.4% |
| Admin fee / account holder | $139 | $98+41.5% | $3,845-96.4% | $158-12.1% |