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 |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $17,070 |
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 | $18,653 | $37,196-49.9% | $154,107-87.9% | $55,725-66.5% |
| Participation rate | 97.3% | 64.1%+33.2pp | 83.0%+14.2pp | 70.9%+26.4pp |
| Annual return | 15.37% | 1319.68%-1304.3pp | 735.12%-719.7pp | 244.93%-229.6pp |
| Employer contribution / active EE | $1,712 | $1,614+6.1% | $5,298-67.7% | $2,078-17.6% |
| Participant deferral / active EE | $1,831 | $2,068-11.5% | $5,081-64.0% | $3,356-45.4% |
| Admin fee / account holder | $28 | $102-72.7% | $13,411-99.8% | $115-75.9% |