Filed January 12, 2024 (most recent of 14 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $131,772 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,762 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $264 |
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 | $30,781 | $92,091-66.6% | $62,995-51.1% | $77,958-60.5% |
| Participation rate | 94.2% | 74.5%+19.8pp | 74.8%+19.4pp | 71.6%+22.6pp |
| Annual return | 16.44% | 16.23%+0.2pp | 87.57%-71.1pp | 20.87%-4.4pp |
| Employer contribution / active EE | $2,411 | $3,424-29.6% | $2,759-12.6% | $2,310+4.4% |
| Participant deferral / active EE | $2,043 | $3,361-39.2% | $3,329-38.6% | $3,537-42.2% |
| Admin fee / account holder | $39 | $48-18.6% | $3,600-98.9% | $97-59.9% |