Filed October 20, 2023 (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 |
|---|---|---|
Filed as: BIDDLE CAPITAL MANAGEMENT, INC. Service code 26 · EIN 52-2044910 5807 KENNETT PIKE · WILMINGTON, DE 198071115 | Advisory (Participants) | $98,300 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $41,362 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,717 | $67,984+148.2% | $65,493+157.6% | $74,304+127.1% |
| Participation rate | 97.2% | 66.3%+30.9pp | 73.1%+24.1pp | 60.3%+36.9pp |
| Annual return | 16.35% | 19.87%-3.5pp | 982.45%-966.1pp | 29.43%-13.1pp |
| Employer contribution / active EE | $6,070 | $2,491+143.7% | $2,574+135.8% | $2,241+170.8% |
| Participant deferral / active EE | $6,030 | $3,346+80.2% | $3,961+52.2% | $3,767+60.1% |
| Admin fee / account holder | $367 | $1,373-73.3% | $5,028-92.7% | $2,969-87.7% |