Filed October 15, 2021 (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 |
|---|---|---|
Filed as: TWELVE POINTS WEALTH MGMT Service code 99 · EIN 46-5061538 | Other Fees | $35,174 |
TIAA5 years Service code 99 · EIN 13-1624203 | Other Fees | $30,320 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS INST OPER COMP Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,875 | $64,705+208.9% | $62,929+217.6% | $67,986+194.0% |
| Participation rate | 95.6% | 65.6%+30.0pp | 73.1%+22.4pp | 57.2%+38.3pp |
| Annual return | 15.11% | 20.31%-5.2pp | 1063.93%-1048.8pp | 31.67%-16.6pp |
| Employer contribution / active EE | $7,211 | $2,376+203.5% | $2,505+187.9% | $2,019+257.2% |
| Participant deferral / active EE | $12,825 | $3,198+301.0% | $3,888+229.8% | $3,358+281.9% |
| Admin fee / account holder | $177 | $1,428-87.6% | $5,065-96.5% | $3,203-94.5% |