Filed November 17, 2021 (most recent of 3 filings on file)
Total covered: 2 employees
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 |
|---|---|---|
Filed as: TEACHERS INS & ANNUITY ASSOC Service code 99 · EIN 13-1624203 | Other Fees | $1,010 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,940 | $68,408-8.0% | $57,179+10.1% | $57,658+9.2% |
| Participation rate | 97.7% | 79.1%+18.6pp | 75.3%+22.4pp | 70.2%+27.5pp |
| Annual return | 0.15% | 8.51%-8.4pp | 14.59%-14.4pp | 5.13%-5.0pp |
| Employer contribution / active EE | $9,415 | $2,869+228.1% | $2,682+251.0% | $1,974+377.0% |
| Participant deferral / active EE | $0 | $2,903-100.0% | $3,096-100.0% | $3,061-100.0% |
| Admin fee / account holder | $1 | $70-97.9% | $3,139-100.0% | $95-98.5% |