Filed August 19, 2021 (most recent of 5 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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $739,057 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $376,242 | $117,148+221.2% | $67,511+457.3% | $99,061+279.8% |
| Participation rate | 92.7% | 72.7%+20.0pp | 72.9%+19.8pp | 71.6%+21.1pp |
| Annual return | 13.72% | 14.15%-0.4pp | 3517.41%-3503.7pp | 17.66%-3.9pp |
| Employer contribution / active EE | $16,797 | $4,623+263.3% | $2,733+514.7% | $3,261+415.1% |
| Participant deferral / active EE | $15,408 | $4,782+222.2% | $4,000+285.2% | $5,331+189.0% |
| Admin fee / account holder | $61 | $50+21.3% | $3,999-98.5% | $109-44.2% |