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 |
|---|---|---|
TIAA2 years Service code 99 · EIN 13-1624203 | Other Fees | $17,415 |
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 | $70,083-100.0% | $59,878-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 78.4%-78.4pp | 74.7%-74.7pp | 70.9%-70.9pp |
| Annual return | 0.22% | 3.13%-2.9pp | 3.46%-3.2pp | 244.93%-244.7pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,722-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,441 | $3,079-20.7% | $3,402-28.2% | $3,356-27.2% |
| Admin fee / account holder | $0 | $70-100.0% | $3,590-100.0% | $115-100.0% |