Filed March 22, 2024 (most recent of 3 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 | $269,367 |
DEMARCHE ASSOCIATES, INC.7 years Service code 28 · EIN 43-1493130 | Investment Management | $15,500 |
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 | $106,192 | $53,136+99.8% | $155,509-31.7% | $199,593-46.8% |
| Participation rate | 88.9% | 64.1%+24.9pp | 78.2%+10.8pp | 72.0%+17.0pp |
| Annual return | 13.17% | 41.15%-28.0pp | 64.67%-51.5pp | 34.25%-21.1pp |
| Employer contribution / active EE | $4,667 | $1,851+152.1% | $4,672-0.1% | $3,034+53.8% |
| Participant deferral / active EE | $5,028 | $3,161+59.1% | $5,626-10.6% | $5,087-1.2% |
| Admin fee / account holder | $40 | $185-78.4% | $15,912-99.7% | $269-85.1% |