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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $936,280 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,013 | $133,493+61.8% | $64,056+237.2% | $96,393+124.1% |
| Participation rate | 71.4% | 69.3%+2.1pp | 72.3%-0.9pp | 71.3%+0.2pp |
| Annual return | 16.32% | 17.06%-0.7pp | 33.69%-17.4pp | 22.88%-6.6pp |
| Employer contribution / active EE | $6,896 | $6,233+10.6% | $2,747+151.1% | $3,238+112.9% |
| Participant deferral / active EE | $6,008 | $5,097+17.9% | $3,880+54.8% | $5,455+10.1% |
| Admin fee / account holder | $27 | $34-20.2% | $3,068-99.1% | $74-62.9% |