Filed January 17, 2024 (most recent of 3 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 14 · EIN 13-2638166 | Plan Administrator | $22,500 |
Filed as: TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $207 |
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 | $65,313 | $41,281+58.2% | $109,313-40.3% | $57,658+13.3% |
| Participation rate | 99.2% | 59.3%+39.8pp | 71.3%+27.9pp | 70.2%+28.9pp |
| Annual return | 7.93% | 8.97%-1.0pp | 22.07%-14.1pp | 5.13%+2.8pp |
| Employer contribution / active EE | $3,521 | $1,201+193.0% | $3,892-9.5% | $1,974+78.4% |
| Participant deferral / active EE | $3,120 | $2,223+40.3% | $3,166-1.5% | $3,061+1.9% |
| Admin fee / account holder | $28 | $75-62.8% | $5,666-99.5% | $95-70.4% |