Filed June 3, 2024 (most recent of 2 filings on file)
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $43,255 |
Filed as: VERITY ASSET MANAGEMENT Service code 15 · EIN 56-1981693 | Recordkeeping | $15,744 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT LLC Service code 26 · EIN 56-0574444 | Advisory (Participants) | $11,520 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,751 | $79,124+8.4% | $60,874+40.9% | $64,808+32.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -11.46% | -7.13%-4.3pp | 16.90%-28.4pp | 32.82%-44.3pp |
| Employer contribution / active EE | $2,818 | $3,050-7.6% | $2,701+4.3% | $2,506+12.5% |
| Participant deferral / active EE | $4,321 | $3,725+16.0% | $3,817+13.2% | $4,310+0.2% |
| Admin fee / account holder | $68 | $106-35.7% | $3,224-97.9% | $188-63.8% |