Filed January 19, 2017 (most recent of 4 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 |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Recordkeeping | $20,360 |
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 | $131,096 | $55,002+138.3% | $59,878+118.9% | $56,287+132.9% |
| Participation rate | 73.6% | 75.9%-2.3pp | 74.7%-1.1pp | 69.9%+3.8pp |
| Annual return | -3.28% | 1.13%-4.4pp | 3.46%-6.7pp | -9.96%+6.7pp |
| Employer contribution / active EE | $5,909 | $2,448+141.4% | $2,722+117.1% | $2,111+179.9% |
| Participant deferral / active EE | $7,647 | $3,121+145.0% | $3,402+124.8% | $3,350+128.3% |
| Admin fee / account holder | $96 | $236-59.1% | $3,590-97.3% | $521-81.5% |