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 |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,589 |
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 | $288,210 | $109,303+163.7% | $69,455+315.0% | $82,204+250.6% |
| Participation rate | 97.7% | 74.9%+22.9pp | 74.6%+23.1pp | 73.4%+24.4pp |
| Annual return | 21.48% | 20.08%+1.4pp | 28.97%-7.5pp | 26.31%-4.8pp |
| Employer contribution / active EE | $16,853 | $5,149+227.3% | $2,779+506.4% | $2,707+522.5% |
| Participant deferral / active EE | $14,333 | $4,210+240.5% | $3,535+305.4% | $4,246+237.6% |
| Admin fee / account holder | $1 | $29-97.1% | $3,839-100.0% | $76-98.9% |