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 |
|---|---|---|
TIAA1 year Service code 71 · EIN 13-1624203 | Brokerage Fees | $8,189 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 71 | Brokerage Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 71 · EIN 23-1945930 | Brokerage Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $54,048 | $129,352-58.2% | $70,449-23.3% | $106,222-49.1% |
| Participation rate | 99.5% | 73.1%+26.4pp | 75.1%+24.4pp | 70.8%+28.7pp |
| Annual return | 15.46% | 13.88%+1.6pp | 109.03%-93.6pp | 21.69%-6.2pp |
| Employer contribution / active EE | $4,213 | $5,470-23.0% | $2,737+54.0% | $2,723+54.7% |
| Participant deferral / active EE | $0 | $4,597-100.0% | $3,709-100.0% | $4,600-100.0% |
| Admin fee / account holder | $0 | $37-98.7% | $3,845-100.0% | $78-99.4% |