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 | $67,984+194.0% | $65,493+205.2% | $74,304+169.0% |
| Participation rate | 95.6% | 66.3%+29.2pp | 73.1%+22.5pp | 60.3%+35.2pp |
| Annual return | 15.11% | 19.87%-4.8pp | 982.45%-967.3pp | 29.43%-14.3pp |
| Employer contribution / active EE | $7,211 | $2,491+189.4% | $2,574+180.1% | $2,241+221.7% |
| Participant deferral / active EE | $12,825 | $3,346+283.3% | $3,961+223.8% | $3,767+240.4% |
| Admin fee / account holder | $177 | $1,373-87.1% | $5,028-96.5% | $2,969-94.0% |