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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $502,482 |
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 | $305,851 | $95,445+220.4% | $60,874+402.4% | $78,044+291.9% |
| Participation rate | 93.4% | 72.5%+20.8pp | 73.1%+20.2pp | 74.4%+18.9pp |
| Annual return | -12.89% | -12.21%-0.7pp | 16.90%-29.8pp | 10.87%-23.8pp |
| Employer contribution / active EE | $15,818 | $3,900+305.6% | $2,701+485.6% | $3,125+406.2% |
| Participant deferral / active EE | $13,815 | $4,558+203.1% | $3,817+262.0% | $5,084+171.7% |
| Admin fee / account holder | $4 | $46-90.9% | $3,224-99.9% | $79-94.7% |