Filed September 24, 2021 (most recent of 2 filings on file)
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 10-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 | $193,161 |
Filed as: HIGHLAND CONSULTING Service code 16 · EIN 34-1753575 | Consulting | $79,065 |
TRUST COMPANY OF THE SOUTH3 years Service code 28 · EIN 56-1312015 | Investment Management | $31,080 |
VERITY ASSET MANAGEMENT, INC.10+ years Service code 28 · EIN 56-1981693 | Investment Management | $6,728 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,774 | $113,293-5.8% | $67,502+58.2% | $199,593-46.5% |
| Participation rate | 99.1% | 73.3%+25.8pp | 72.9%+26.3pp | 72.0%+27.2pp |
| Annual return | 11.18% | 15.88%-4.7pp | 3512.12%-3500.9pp | 34.25%-23.1pp |
| Employer contribution / active EE | $5,218 | $3,401+53.4% | $2,731+91.1% | $3,034+72.0% |
| Participant deferral / active EE | $2,612 | $4,159-37.2% | $4,000-34.7% | $5,087-48.6% |
| Admin fee / account holder | $103 | $103+0.4% | $3,998-97.4% | $269-61.7% |