Filed January 10, 2024 (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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $625 |
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 | $98,443 | $91,762+7.3% | $67,502+45.8% | $77,643+26.8% |
| Participation rate | 99.1% | 75.9%+23.2pp | 72.9%+26.2pp | 70.6%+28.5pp |
| Annual return | 13.71% | 14.87%-1.2pp | 3512.12%-3498.4pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,827 | $3,181-11.1% | $2,731+3.5% | $2,726+3.7% |
| Participant deferral / active EE | $2,833 | $3,903-27.4% | $4,000-29.2% | $4,647-39.0% |
| Admin fee / account holder | $1 | $176-99.4% | $3,998-100.0% | $430-99.8% |