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 |
|---|---|---|
TIAA2 years Service code 19 · EIN 13-1624203 | Securities Custodian | $7,892 |
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 | $69,447 | $92,091-24.6% | $62,995+10.2% | $77,958-10.9% |
| Participation rate | 98.5% | 74.5%+24.0pp | 74.8%+23.7pp | 71.6%+26.8pp |
| Annual return | 14.27% | 16.23%-2.0pp | 87.57%-73.3pp | 20.87%-6.6pp |
| Employer contribution / active EE | $1,451 | $3,424-57.6% | $2,759-47.4% | $2,310-37.2% |
| Participant deferral / active EE | $3,755 | $3,361+11.7% | $3,329+12.8% | $3,537+6.2% |
| Admin fee / account holder | $0 | $48-100.0% | $3,600-100.0% | $97-100.0% |