Filed October 22, 2024 (most recent of 5 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 5-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 19 · EIN 51-0396365 | Securities Custodian | $36,885 |
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 26 · EIN 20-4751585 | Advisory (Participants) | $31,250 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $16,875 |
TIAA1+ years Service code 26 · EIN 13-1624203 | Advisory (Participants) | $967 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,230 | $105,581+53.7% | $70,449+130.3% | $90,288+79.7% |
| Participation rate | 80.1% | 77.5%+2.6pp | 75.1%+5.0pp | 73.4%+6.7pp |
| Annual return | 13.30% | 14.78%-1.5pp | 109.03%-95.7pp | 53.97%-40.7pp |
| Employer contribution / active EE | $2,842 | $3,304-14.0% | $2,737+3.9% | $2,524+12.6% |
| Participant deferral / active EE | $3,276 | $3,813-14.1% | $3,709-11.7% | $4,232-22.6% |
| Admin fee / account holder | $45 | $68-33.7% | $3,845-98.8% | $114-60.8% |