Filed November 23, 2022 (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 |
|---|---|---|
TIAA8 years Service code 27 · EIN 13-1624203 | Advisory (Plan) | $1,000 |
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 | $90,482 | $52,406+72.7% | $129,207-30.0% | $74,495+21.5% |
| Participation rate | 98.0% | 53.8%+44.2pp | 69.6%+28.4pp | 67.2%+30.8pp |
| Annual return | 13.30% | 15.66%-2.4pp | 9417.33%-9404.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,407 | $1,531+122.6% | $4,153-18.0% | $2,623+29.9% |
| Participant deferral / active EE | $6,284 | $2,794+124.9% | $4,168+50.8% | $4,346+44.6% |
| Admin fee / account holder | $1 | $2,633-100.0% | $7,715-100.0% | $1,942-100.0% |