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 |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $19,633 |
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 | $21,699 | $62,928-65.5% | $172,739-87.4% | $67,579-67.9% |
| Participation rate | 97.3% | 64.5%+32.8pp | 82.6%+14.6pp | 71.3%+26.0pp |
| Annual return | 23.74% | 30.36%-6.6pp | 802.84%-779.1pp | 378.56%-354.8pp |
| Employer contribution / active EE | $1,617 | $1,636-1.2% | $5,143-68.6% | $2,148-24.7% |
| Participant deferral / active EE | $1,700 | $2,145-20.7% | $5,198-67.3% | $3,539-52.0% |
| Admin fee / account holder | $28 | $167-83.1% | $13,954-99.8% | $142-80.2% |