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 |
|---|---|---|
TIAA2+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $17,543 |
TIAA1 year Filed as: CREF - TIAA-CREF INV MANAGEMENT,LLC Service code 13 · EIN 13-3576142 | Contract Administrator | $14,815 |
Service code 28 PO BOX 7248 · COLUMBIA, SC 29202 | Investment Management | $2,880 |
TIAA1 year Filed as: TIAA-CREF MUTUAL FUNDS-TEACHER ADV Service code 13 · EIN 13-3760073 | Contract Administrator | $386 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,813 | $53,127-49.5% | $86,590-69.0% | $70,131-61.8% |
| Participation rate | 84.8% | 65.3%+19.5pp | 73.5%+11.3pp | 69.5%+15.3pp |
| Annual return | 11.21% | 27.66%-16.4pp | 964.84%-953.6pp | 73.14%-61.9pp |
| Employer contribution / active EE | $1,740 | $2,068-15.8% | $2,839-38.7% | $2,342-25.7% |
| Participant deferral / active EE | $3,908 | $2,696+45.0% | $3,609+8.3% | $3,332+17.3% |
| Admin fee / account holder | $223 | $3,585-93.8% | $4,906-95.5% | $4,645-95.2% |