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 |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $21,449 |
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 | $26,331 | $52,293-49.6% | $178,490-85.2% | $73,409-64.1% |
| Participation rate | 97.0% | 65.3%+31.7pp | 81.9%+15.1pp | 72.2%+24.9pp |
| Annual return | 17.21% | 34.75%-17.5pp | 151.07%-133.9pp | 59.29%-42.1pp |
| Employer contribution / active EE | $1,705 | $1,735-1.7% | $5,011-66.0% | $2,234-23.7% |
| Participant deferral / active EE | $1,880 | $2,332-19.4% | $5,202-63.9% | $3,805-50.6% |
| Admin fee / account holder | $30 | $127-76.6% | $13,984-99.8% | $158-81.1% |