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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $54,154 |
Filed as: VERITY ASSET MANAGEMENT Service code 15 · EIN 56-1981693 | Recordkeeping | $8,647 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,983 | $91,762+16.6% | $67,502+58.5% | $77,643+37.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 12.67% | 14.87%-2.2pp | 3512.12%-3499.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $2,872 | $3,181-9.7% | $2,731+5.2% | $2,726+5.4% |
| Participant deferral / active EE | $4,119 | $3,903+5.5% | $4,000+3.0% | $4,647-11.4% |
| Admin fee / account holder | $63 | $176-64.2% | $3,998-98.4% | $430-85.4% |