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 |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $413 |
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 | $223,256 | $112,772+98.0% | $57,343+289.3% | $59,188+277.2% |
| Participation rate | 98.7% | 71.3%+27.4pp | 75.1%+23.6pp | 69.4%+29.3pp |
| Annual return | 2.93% | 0.85%+2.1pp | 24.39%-21.5pp | 5.51%-2.6pp |
| Employer contribution / active EE | $10,545 | $3,400+210.1% | $2,689+292.2% | $2,098+402.6% |
| Participant deferral / active EE | $9,109 | $3,010+202.7% | $3,162+188.1% | $3,265+179.0% |
| Admin fee / account holder | $0 | $144-100.0% | $3,356-100.0% | $92-99.9% |