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 | $2,745 |
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 | $45,280 | $109,303-58.6% | $69,455-34.8% | $82,204-44.9% |
| Participation rate | 97.5% | 74.9%+22.6pp | 74.6%+22.9pp | 73.4%+24.1pp |
| Annual return | 21.89% | 20.08%+1.8pp | 28.97%-7.1pp | 26.31%-4.4pp |
| Employer contribution / active EE | $3,517 | $5,149-31.7% | $2,779+26.5% | $2,707+29.9% |
| Participant deferral / active EE | $3,580 | $4,210-14.9% | $3,535+1.3% | $4,246-15.7% |
| Admin fee / account holder | $0 | $29-99.1% | $3,839-100.0% | $76-99.7% |