Filed October 8, 2021 (most recent of 4 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 |
|---|---|---|
Service code 26 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 276095734 | Advisory (Participants) | $8,449 |
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $1,050 |
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 | $132,575 | $60,989+117.4% | $60,874+117.8% | $66,914+98.1% |
| Participation rate | 98.1% | 74.5%+23.7pp | 73.1%+25.0pp | 69.8%+28.3pp |
| Annual return | -12.01% | -9.60%-2.4pp | 16.90%-28.9pp | 1.58%-13.6pp |
| Employer contribution / active EE | $3,889 | $2,661+46.2% | $2,701+43.9% | $2,544+52.8% |
| Participant deferral / active EE | $6,472 | $3,615+79.0% | $3,817+69.6% | $4,237+52.8% |
| Admin fee / account holder | $33 | $338-90.3% | $3,224-99.0% | $593-94.5% |