Filed July 9, 2026 (most recent of 8 filings on file)
Total covered: 2 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 |
|---|---|---|
Filed as: CORNERSTONE ADVISORS ASSET MGMT, IN Service code 26 · EIN 75-3204798 | Advisory (Participants) | $24,736 |
TIAA2 years Service code 26 · EIN 13-1624203 | Advisory (Participants) | $9,763 |
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 | $113,183 | $58,208+94.4% | $81,812+38.3% | $80,856+40.0% |
| Participation rate | 93.2% | 63.4%+29.7pp | 72.3%+20.8pp | 67.6%+25.5pp |
| Annual return | 11.26% | 41.66%-30.4pp | 773.79%-762.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $7,328 | $2,340+213.2% | $2,912+151.6% | $2,755+166.0% |
| Participant deferral / active EE | $8,892 | $3,281+171.0% | $4,319+105.9% | $4,296+107.0% |
| Admin fee / account holder | $260 | $4,981-94.8% | $7,386-96.5% | $6,918-96.2% |