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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $162,554 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,884 | $118,972-90.0% | $62,929-81.1% | $118,972-90.0% |
| Participation rate | 99.2% | 78.0%+21.2pp | 73.1%+26.0pp | 78.0%+21.2pp |
| Annual return | 11.01% | 15.19%-4.2pp | 1063.93%-1052.9pp | 15.19%-4.2pp |
| Employer contribution / active EE | $1,392 | $3,776-63.1% | $2,505-44.4% | $3,776-63.1% |
| Participant deferral / active EE | $0 | $6,017-100.0% | $3,888-100.0% | $6,017-100.0% |
| Admin fee / account holder | $29 | $127-77.2% | $5,065-99.4% | $127-77.2% |