Filed August 19, 2021 (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 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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $182,486 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $116,038 | $145,906-20.5% | $67,511+71.9% | $106,408+9.0% |
| Participation rate | 50.6% | 67.1%-16.6pp | 72.9%-22.3pp | 69.9%-19.3pp |
| Annual return | 12.86% | 15.10%-2.2pp | 3517.41%-3504.5pp | 17.37%-4.5pp |
| Employer contribution / active EE | $0 | $6,028-100.0% | $2,733-100.0% | $3,361-100.0% |
| Participant deferral / active EE | $1,292 | $5,093-74.6% | $4,000-67.7% | $5,567-76.8% |
| Admin fee / account holder | $17 | $38-55.8% | $3,999-99.6% | $79-78.9% |