Filed November 2, 2021
Total covered: 2 employees
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 9-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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,646 |
SCHULTE ROTH & ZABEL LLP1 year Service code 29 · EIN 13-2633996 | Legal | $5,577 |
Service code 50 · EIN 04-2647786 | Direct Payment | $645 |
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 | $69,356 | $48,230+43.8% | $67,502+2.7% | $80,856-14.2% |
| Participation rate | 84.8% | 66.4%+18.4pp | 72.9%+11.9pp | 67.6%+17.1pp |
| Annual return | 16.06% | 18.28%-2.2pp | 3512.12%-3496.1pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,468 | $2,020-27.3% | $2,731-46.2% | $2,755-46.7% |
| Participant deferral / active EE | $3,111 | $2,924+6.4% | $4,000-22.2% | $4,296-27.6% |
| Admin fee / account holder | $111 | $3,681-97.0% | $3,998-97.2% | $6,918-98.4% |