Filed January 11, 2022 (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 |
|---|---|---|
TIAA1+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $16,375 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $10,562 |
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 | $19,744 | $37,117-46.8% | $147,614-86.6% | $55,191-64.2% |
| Participation rate | 95.7% | 63.6%+32.1pp | 84.6%+11.1pp | 69.2%+26.5pp |
| Annual return | 0.54% | 3.44%-2.9pp | 61.98%-61.4pp | 10.78%-10.2pp |
| Employer contribution / active EE | $430 | $1,620-73.4% | $5,564-92.3% | $1,899-77.3% |
| Participant deferral / active EE | $1,927 | $1,985-3.0% | $4,895-60.6% | $3,046-36.8% |
| Admin fee / account holder | $34 | $86-60.7% | $11,611-99.7% | $91-62.9% |