Filed April 3, 2025
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 |
|---|---|---|
TIAA7 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $83,083 |
Filed as: TOWERS WATSON DELAWARE, INC Service code 16 · EIN 53-0181291 | Consulting | $12,376 |
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 | $75,975 | $113,293-32.9% | $67,502+12.6% | $199,593-61.9% |
| Participation rate | 85.3% | 73.3%+11.9pp | 72.9%+12.4pp | 72.0%+13.3pp |
| Annual return | 13.25% | 15.88%-2.6pp | 3512.12%-3498.9pp | 34.25%-21.0pp |
| Employer contribution / active EE | $0 | $3,401-100.0% | $2,731-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $7,090 | $4,159+70.5% | $4,000+77.2% | $5,087+39.4% |
| Admin fee / account holder | $8 | $103-92.0% | $3,998-99.8% | $269-97.0% |