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 |
|---|---|---|
Filed as: TEACHERS INSURANCE & ANNUITY ASSOC. Service code 15 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $19,856 |
HORAN SECURITIES INC1 year Filed as: HORAN SECURITIES, INC. Service code 17 8044 MONTGOMERY ROAD, SUITE 640 · CINCINNATI, OH 45236 | Pension Consulting | $7,415 |
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 | $26,537 | $47,126-43.7% | $149,673-82.3% | $74,419-64.3% |
| Participation rate | 97.0% | 63.4%+33.6pp | 78.8%+18.2pp | 70.7%+26.2pp |
| Annual return | 33.84% | 22.75%+11.1pp | 134.42%-100.6pp | 34.38%-0.5pp |
| Employer contribution / active EE | $1,671 | $1,905-12.3% | $4,818-65.3% | $2,637-36.6% |
| Participant deferral / active EE | $2,085 | $2,728-23.6% | $5,680-63.3% | $4,528-54.0% |
| Admin fee / account holder | $9 | $343-97.4% | $13,210-99.9% | $348-97.4% |