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 |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,144 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $266,243 | $92,091+189.1% | $62,995+322.6% | $77,958+241.5% |
| Participation rate | 98.2% | 74.5%+23.8pp | 74.8%+23.4pp | 71.6%+26.6pp |
| Annual return | 16.53% | 16.23%+0.3pp | 87.57%-71.0pp | 20.87%-4.3pp |
| Employer contribution / active EE | $12,411 | $3,424+262.4% | $2,759+349.8% | $2,310+437.2% |
| Participant deferral / active EE | $10,109 | $3,361+200.8% | $3,329+203.6% | $3,537+185.8% |
| Admin fee / account holder | $0 | $48-99.5% | $3,600-100.0% | $97-99.8% |