Filed June 2, 2021 (most recent of 2 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+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $11,250 |
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 | $11,575 | $75,828-84.7% | $147,614-92.2% | $59,632-80.6% |
| Participation rate | 92.1% | 71.6%+20.6pp | 84.6%+7.5pp | 68.7%+23.5pp |
| Annual return | -0.34% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $4,477 | $3,485+28.5% | $5,564-19.5% | $2,203+103.3% |
| Participant deferral / active EE | $7,107 | $3,130+127.0% | $4,895+45.2% | $3,192+122.7% |
| Admin fee / account holder | $26 | $5,985-99.6% | $11,611-99.8% | $4,297-99.4% |