Filed November 26, 2019 (most recent of 4 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 |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,670 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,508 | $79,124+163.5% | $60,874+242.5% | $64,808+221.7% |
| Participation rate | 91.7% | 77.7%+13.9pp | 73.1%+18.5pp | 71.5%+20.2pp |
| Annual return | -9.44% | -7.13%-2.3pp | 16.90%-26.3pp | 32.82%-42.3pp |
| Employer contribution / active EE | $4,427 | $3,050+45.1% | $2,701+63.9% | $2,506+76.7% |
| Participant deferral / active EE | $7,778 | $3,725+108.8% | $3,817+103.8% | $4,310+80.5% |
| Admin fee / account holder | $1 | $106-98.7% | $3,224-100.0% | $188-99.2% |