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 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $4 |
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 | $9,139 | $34,495-73.5% | $78,689-88.4% | $63,975-85.7% |
| Participation rate | 94.8% | 60.8%+34.0pp | 73.6%+21.2pp | 71.1%+23.7pp |
| Annual return | 10.60% | 11.62%-1.0pp | 62.18%-51.6pp | 48.65%-38.1pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $2,851-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,778 | $2,100+32.3% | $3,517-21.0% | $3,356-17.2% |
| Admin fee / account holder | $0 | $68-99.7% | $4,510-100.0% | $70-99.7% |