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) | $34,477 |
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $24,904 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,961 | $53,053+86.5% | $126,539-21.8% | $74,304+33.2% |
| Participation rate | 82.4% | 48.0%+34.3pp | 69.8%+12.5pp | 60.3%+22.0pp |
| Annual return | 15.20% | 29.46%-14.3pp | 425.95%-410.7pp | 29.43%-14.2pp |
| Employer contribution / active EE | $4,186 | $1,168+258.5% | $3,674+13.9% | $2,241+86.8% |
| Participant deferral / active EE | $5,074 | $2,303+120.3% | $4,083+24.3% | $3,767+34.7% |
| Admin fee / account holder | $310 | $3,698-91.6% | $6,065-94.9% | $2,969-89.5% |