Filed July 14, 2020
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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $32,338 |
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 | $253,577 | $67,984+273.0% | $65,493+287.2% | $74,304+241.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 12.63% | 19.87%-7.2pp | 982.45%-969.8pp | 29.43%-16.8pp |
| Employer contribution / active EE | $5,968 | $2,491+139.6% | $2,574+131.9% | $2,241+166.3% |
| Participant deferral / active EE | $8,133 | $3,346+143.0% | $3,961+105.3% | $3,767+115.9% |
| Admin fee / account holder | $84 | $1,373-93.9% | $5,028-98.3% | $2,969-97.2% |