Filed January 6, 2025 (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 64 · EIN 13-1624203 | Recordkeeping Fees | $160 |
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 | $13,028 | $34,495-62.2% | $78,689-83.4% | $63,975-79.6% |
| Participation rate | 98.7% | 60.8%+37.9pp | 73.6%+25.1pp | 71.1%+27.5pp |
| Annual return | 8.88% | 11.62%-2.7pp | 62.18%-53.3pp | 48.65%-39.8pp |
| Employer contribution / active EE | $2,028 | $1,398+45.1% | $2,851-28.8% | $2,182-7.0% |
| Participant deferral / active EE | $0 | $2,100-100.0% | $3,517-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $68-99.9% | $4,510-100.0% | $70-99.9% |