Filed January 31, 2022 (most recent of 2 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 |
|---|---|---|
Filed as: TWELVE POINTS WEALTH MGMT Service code 27 · EIN 46-5061538 DAMON MILL SQUARE 9 POND LANE SQ ST · CONCORD, MA 01742 | Advisory (Plan) | $28,380 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $15,154 |
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 | $67,841 | $46,674+45.3% | $117,472-42.2% | $68,494-1.0% |
| Participation rate | 93.5% | 56.8%+36.8pp | 70.6%+23.0pp | 67.9%+25.7pp |
| Annual return | -18.29% | -14.52%-3.8pp | 29.74%-48.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,855 | $1,505+156.2% | $4,176-7.7% | $2,596+48.5% |
| Participant deferral / active EE | $4,023 | $2,636+52.6% | $4,070-1.2% | $4,027-0.1% |
| Admin fee / account holder | $258 | $4,020-93.6% | $5,645-95.4% | $5,403-95.2% |