Filed August 31, 2022 (most recent of 3 filings on file)
Total covered: 1,021 employees
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 9-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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $958,400 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,766 | $145,906+74.6% | $67,502+277.4% | $106,382+139.5% |
| Participation rate | 74.7% | 67.1%+7.6pp | 72.9%+1.8pp | 69.9%+4.8pp |
| Annual return | 13.12% | 15.10%-2.0pp | 3512.12%-3499.0pp | 17.37%-4.3pp |
| Employer contribution / active EE | $7,658 | $6,028+27.0% | $2,731+180.4% | $3,364+127.7% |
| Participant deferral / active EE | $6,567 | $5,093+29.0% | $4,000+64.2% | $5,569+17.9% |
| Admin fee / account holder | $28 | $38-26.7% | $3,998-99.3% | $79-65.0% |