Filed August 29, 2024 (most recent of 6 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 |
|---|---|---|
TIAA1 year Service code 19 · EIN 13-1624203 | Securities Custodian | $3,606 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,998 | $85,199-27.2% | $57,179+8.4% | $63,975-3.1% |
| Participation rate | 98.7% | 74.0%+24.6pp | 75.3%+23.3pp | 71.1%+27.5pp |
| Annual return | 5.92% | 10.43%-4.5pp | 14.59%-8.7pp | 48.65%-42.7pp |
| Employer contribution / active EE | $1,432 | $3,446-58.4% | $2,682-46.6% | $2,182-34.4% |
| Participant deferral / active EE | $3,647 | $3,109+17.3% | $3,096+17.8% | $3,356+8.7% |
| Admin fee / account holder | $0 | $39-100.0% | $3,139-100.0% | $70-100.0% |