Filed May 1, 2020 (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 |
|---|---|---|
TIAA1 year Service code 99 · EIN 13-1624203 | Other Fees | $127,727 |
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 | $0 | $92,091-100.0% | $62,995-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 74.8%-74.8pp | 71.6%-71.6pp |
| Annual return | 15.14% | 16.23%-1.1pp | 87.57%-72.4pp | 20.87%-5.7pp |
| Employer contribution / active EE | $7,309 | $3,424+113.4% | $2,759+164.9% | $2,310+216.3% |
| Participant deferral / active EE | $8,067 | $3,361+140.0% | $3,329+142.3% | $3,537+128.1% |
| Admin fee / account holder | $0 | $48-100.0% | $3,600-100.0% | $97-100.0% |