Filed October 26, 2022 (most recent of 3 filings on file)
Total covered: 4 employees
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 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $299 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $153,489 | $57,976+164.7% | $62,995+143.7% | $62,292+146.4% |
| Participation rate | 99.6% | 75.9%+23.6pp | 74.8%+24.7pp | 69.5%+30.0pp |
| Annual return | 14.42% | 17.54%-3.1pp | 87.57%-73.2pp | 28.90%-14.5pp |
| Employer contribution / active EE | $7,295 | $2,415+202.1% | $2,759+164.4% | $2,042+257.2% |
| Participant deferral / active EE | $9,507 | $2,956+221.6% | $3,329+185.6% | $3,169+200.0% |
| Admin fee / account holder | $6 | $276-98.0% | $3,600-99.8% | $479-98.8% |