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 | $161,319 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,334 | $95,445-54.6% | $60,874-28.8% | $78,044-44.5% |
| Participation rate | 92.9% | 72.5%+20.4pp | 73.1%+19.8pp | 74.4%+18.4pp |
| Annual return | -14.41% | -12.21%-2.2pp | 16.90%-31.3pp | 10.87%-25.3pp |
| Employer contribution / active EE | $3,030 | $3,900-22.3% | $2,701+12.2% | $3,125-3.0% |
| Participant deferral / active EE | $4,121 | $4,558-9.6% | $3,817+8.0% | $5,084-18.9% |
| Admin fee / account holder | $3 | $46-94.4% | $3,224-99.9% | $79-96.8% |