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 | $833 |
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 | $35,301 | $98,180-64.0% | $62,995-44.0% | $177,276-80.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 74.8%+25.2pp |
| Annual return | 17.91% | 16.81%+1.1pp | 87.57%-69.7pp | 21.25%-3.3pp |
| Employer contribution / active EE | $3,071 | $3,885-21.0% | $2,759+11.3% | $2,479+23.9% |
| Participant deferral / active EE | $3,324 | $3,805-12.6% | $3,329-0.2% | $3,881-14.4% |
| Admin fee / account holder | $0 | $31-99.7% | $3,600-100.0% | $154-99.9% |