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 |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $478,877 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $107,219 |
Filed as: FIDELITY INV INST OPER COMP LLC Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,855 | $114,884+67.0% | $60,874+215.2% | $89,394+114.6% |
| Participation rate | 64.2% | 70.1%-5.9pp | 73.1%-8.9pp | 71.3%-7.1pp |
| Annual return | -14.67% | -13.42%-1.3pp | 16.90%-31.6pp | -11.89%-2.8pp |
| Employer contribution / active EE | $6,374 | $5,609+13.6% | $2,701+135.9% | $3,022+110.9% |
| Participant deferral / active EE | $5,478 | $4,846+13.1% | $3,817+43.5% | $5,123+6.9% |
| Admin fee / account holder | $17 | $37-55.0% | $3,224-99.5% | $79-78.9% |