Filed June 22, 2022 (most recent of 3 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 |
|---|---|---|
MARYMOUNT UNIVERSITY1 year Service code 35 · EIN 54-0573801 2807 N GLEBE RD · ARLINGTON, VA 222074224 | Employee (plan sponsor) | $31,309 |
Service code 26 · EIN 26-0058143 4208 SIX FORKS RD 1700 · RALEIGH, NC 276095716 | Advisory (Participants) | $15,125 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $13 |
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 | $89,102 | $74,552+19.5% | $62,995+41.4% | $69,631+28.0% |
| Participation rate | 95.9% | 78.3%+17.7pp | 74.8%+21.1pp | 70.7%+25.3pp |
| Annual return | 13.92% | 15.77%-1.9pp | 87.57%-73.7pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $4,687 | $2,929+60.0% | $2,759+69.9% | $2,032+130.6% |
| Participant deferral / active EE | $4,586 | $2,974+54.2% | $3,329+37.7% | $3,224+42.2% |
| Admin fee / account holder | $46 | $59-23.0% | $3,600-98.7% | $110-58.6% |