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 |
|---|---|---|
TIAA3 years Service code 99 · EIN 13-1624203 | Other Fees | $104,051 |
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 | $212,926 | $204,517+4.1% | $69,455+206.6% | $77,787+173.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 74.6%+25.4pp | 73.2%+26.8pp |
| Annual return | 17.70% | 22.10%-4.4pp | 28.97%-11.3pp | 32.57%-14.9pp |
| Employer contribution / active EE | $6,458 | $3,548+82.0% | $2,779+132.4% | $2,504+157.8% |
| Participant deferral / active EE | $7,453 | $3,478+114.3% | $3,535+110.8% | $3,967+87.9% |
| Admin fee / account holder | $25 | $101-75.4% | $3,839-99.4% | $100-75.2% |