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) | $31,033 |
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $18,415 |
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 | $78,864 | $49,173+60.4% | $121,098-34.9% | $75,163+4.9% |
| Participation rate | 73.2% | 55.4%+17.8pp | 69.5%+3.7pp | 67.2%+6.0pp |
| Annual return | 19.26% | 55.99%-36.7pp | 985.75%-966.5pp | 160.62%-141.4pp |
| Employer contribution / active EE | $3,640 | $1,546+135.5% | $4,164-12.6% | $2,670+36.3% |
| Participant deferral / active EE | $4,301 | $2,628+63.7% | $4,080+5.4% | $4,125+4.3% |
| Admin fee / account holder | $273 | $3,942-93.1% | $5,644-95.2% | $5,651-95.2% |