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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $569,273 |
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 | $346,225 | $111,545+210.4% | $64,056+440.5% | $103,482+234.6% |
| Participation rate | 92.1% | 74.9%+17.1pp | 72.3%+19.8pp | 73.3%+18.8pp |
| Annual return | 17.04% | 17.80%-0.8pp | 33.69%-16.6pp | 33.11%-16.1pp |
| Employer contribution / active EE | $16,038 | $4,573+250.7% | $2,747+483.9% | $3,208+400.0% |
| Participant deferral / active EE | $14,644 | $4,715+210.6% | $3,880+277.4% | $5,207+181.2% |
| Admin fee / account holder | $2 | $45-95.3% | $3,068-99.9% | $114-98.1% |