Filed June 27, 2023 (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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $19,003 |
PLANPILOT, LLC2 years Filed as: PLAN PILOT, LLC Service code 27 · EIN 45-4168388 | Advisory (Plan) | $8,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,081 | $67,984+317.9% | $65,493+333.8% | $74,304+282.3% |
| Participation rate | 93.4% | 66.3%+27.1pp | 73.1%+20.3pp | 60.3%+33.0pp |
| Annual return | 16.47% | 19.87%-3.4pp | 982.45%-966.0pp | 29.43%-13.0pp |
| Employer contribution / active EE | $8,466 | $2,491+239.8% | $2,574+228.9% | $2,241+277.8% |
| Participant deferral / active EE | $9,691 | $3,346+189.6% | $3,961+144.7% | $3,767+157.2% |
| Admin fee / account holder | $99 | $1,373-92.8% | $5,028-98.0% | $2,969-96.7% |