Filed July 14, 2020
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 | $30,689 |
Filed as: VALIC Service code 18 · EIN 74-1625348 | Custodial (other than securities); Di... | $17,579 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $222,521 | $69,745+219.0% | $67,511+229.6% | $74,546+198.5% |
| Participation rate | 100.0% | 71.3%+28.7pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.28% | -40.37%+51.7pp | 3517.41%-3506.1pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $6,006 | $2,705+122.0% | $2,733+119.8% | $2,624+128.8% |
| Participant deferral / active EE | $8,950 | $3,636+146.2% | $4,000+123.7% | $4,347+105.9% |
| Admin fee / account holder | $120 | $894-86.6% | $3,999-97.0% | $1,944-93.8% |