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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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $45,421 |
Filed as: VERITY ASSET MANAGEMENT Service code 15 · EIN 56-1981693 | Recordkeeping | $12,998 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,352 | $83,884+11.3% | $64,056+45.7% | $74,419+25.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 14.90% | 16.57%-1.7pp | 33.69%-18.8pp | 34.38%-19.5pp |
| Employer contribution / active EE | $2,917 | $3,084-5.4% | $2,747+6.2% | $2,637+10.6% |
| Participant deferral / active EE | $4,313 | $3,692+16.8% | $3,880+11.2% | $4,528-4.7% |
| Admin fee / account holder | $61 | $196-68.7% | $3,068-98.0% | $348-82.4% |