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 | $3,011 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,324 | $69,745-46.5% | $67,511-44.7% | $74,546-49.9% |
| Participation rate | 96.9% | 71.3%+25.6pp | 72.9%+24.1pp | 67.2%+29.7pp |
| Annual return | 13.18% | -40.37%+53.5pp | 3517.41%-3504.2pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $0 | $2,705-100.0% | $2,733-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,347-100.0% |
| Admin fee / account holder | $14 | $894-98.4% | $3,999-99.6% | $1,944-99.3% |