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 |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,420 |
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 | $253,238 | $87,173+190.5% | $59,878+322.9% | $75,289+236.4% |
| Participation rate | 95.1% | 74.5%+20.7pp | 74.7%+20.4pp | 72.4%+22.7pp |
| Annual return | -2.15% | -2.14%0pp | 3.46%-5.6pp | -0.04%-2.1pp |
| Employer contribution / active EE | $14,063 | $3,473+304.9% | $2,722+416.7% | $2,405+484.8% |
| Participant deferral / active EE | $11,818 | $3,379+249.8% | $3,402+247.4% | $3,739+216.1% |
| Admin fee / account holder | $0 | $75-99.6% | $3,590-100.0% | $102-99.7% |