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 |
|---|---|---|
TIAA8 years Service code 19 · EIN 13-1624203 | Securities Custodian | $56,123 |
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 | $96,712 | $105,179-8.1% | $64,056+51.0% | $80,160+20.6% |
| Participation rate | 94.2% | 73.5%+20.6pp | 72.3%+21.9pp | 72.9%+21.2pp |
| Annual return | 15.76% | 20.34%-4.6pp | 33.69%-17.9pp | 40.38%-24.6pp |
| Employer contribution / active EE | $1,495 | $3,311-54.8% | $2,747-45.6% | $2,978-49.8% |
| Participant deferral / active EE | $5,699 | $4,020+41.8% | $3,880+46.9% | $5,017+13.6% |
| Admin fee / account holder | $27 | $113-76.1% | $3,068-99.1% | $145-81.3% |