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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $54,656 |
Filed as: HIGHLAND CONSULTING Service code 16 · EIN 34-1753575 | Consulting | $23,719 |
TRUST COMPANY OF THE SOUTH3 years Service code 28 · EIN 56-1312015 | Investment Management | $14,087 |
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 | $69,358 | $91,762-24.4% | $67,502+2.7% | $77,643-10.7% |
| Participation rate | 94.1% | 75.9%+18.2pp | 72.9%+21.2pp | 70.6%+23.5pp |
| Annual return | 13.55% | 14.87%-1.3pp | 3512.12%-3498.6pp | 31.24%-17.7pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,072 | $3,903+29.9% | $4,000+26.8% | $4,647+9.1% |
| Admin fee / account holder | $72 | $176-59.2% | $3,998-98.2% | $430-83.3% |