Filed June 2, 2021 (most recent of 2 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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $22,489 |
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 | $22,210 | $46,292-52.0% | $143,757-84.6% | $64,808-65.7% |
| Participation rate | 96.4% | 64.2%+32.2pp | 80.3%+16.1pp | 71.5%+24.9pp |
| Annual return | -14.27% | -10.05%-4.2pp | -0.04%-14.2pp | 32.82%-47.1pp |
| Employer contribution / active EE | $1,394 | $1,910-27.0% | $4,951-71.8% | $2,506-44.4% |
| Participant deferral / active EE | $2,012 | $2,646-23.9% | $5,637-64.3% | $4,310-53.3% |
| Admin fee / account holder | $25 | $154-83.5% | $14,673-99.8% | $188-86.5% |