Filed October 18, 2022 (most recent of 19 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 12 · EIN 13-1624203 | Participant communication; Claims pro... | $89,000 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $205,371-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 56.2%-56.2pp | 0.0%0pp |
| Annual return | 4.91% | 10.77%-5.9pp | 5.90%-1.0pp | 10.77%-5.9pp |
| Employer contribution / active EE | $0 | $15,292-100.0% | $24,714-100.0% | $15,292-100.0% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $644-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $13,227-100.0% | - |