Filed August 29, 2024 (most recent of 6 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 19 · EIN 13-1624203 | Securities Custodian | $69,932 |
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 | $105,901 | $113,293-6.5% | $67,502+56.9% | $199,593-46.9% |
| Participation rate | 92.9% | 73.3%+19.5pp | 72.9%+20.0pp | 72.0%+20.9pp |
| Annual return | 13.09% | 15.88%-2.8pp | 3512.12%-3499.0pp | 34.25%-21.2pp |
| Employer contribution / active EE | $1,207 | $3,401-64.5% | $2,731-55.8% | $3,034-60.2% |
| Participant deferral / active EE | $5,961 | $4,159+43.3% | $4,000+49.0% | $5,087+17.2% |
| Admin fee / account holder | $33 | $103-67.5% | $3,998-99.2% | $269-87.6% |