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 |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $396,945 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $363,907 | $127,246+186.0% | $75,696+380.7% | $101,517+258.5% |
| Participation rate | 93.8% | 76.6%+17.3pp | 74.8%+19.0pp | 74.6%+19.3pp |
| Annual return | 14.14% | 14.35%-0.2pp | 104.53%-90.4pp | 21.00%-6.9pp |
| Employer contribution / active EE | $15,422 | $4,333+255.9% | $2,743+462.3% | $2,973+418.7% |
| Participant deferral / active EE | $13,234 | $4,639+185.3% | $3,821+246.3% | $4,873+171.6% |
| Admin fee / account holder | $2 | $42-95.1% | $3,619-99.9% | $139-98.5% |