Filed July 2, 2019 (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 | $29,402 |
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 | $98,155 | $79,124+24.1% | $60,874+61.2% | $64,808+51.5% |
| Participation rate | 97.7% | 77.7%+19.9pp | 73.1%+24.5pp | 71.5%+26.2pp |
| Annual return | -12.11% | -7.13%-5.0pp | 16.90%-29.0pp | 32.82%-44.9pp |
| Employer contribution / active EE | $3,245 | $3,050+6.4% | $2,701+20.1% | $2,506+29.5% |
| Participant deferral / active EE | $5,567 | $3,725+49.5% | $3,817+45.9% | $4,310+29.2% |
| Admin fee / account holder | $42 | $106-60.3% | $3,224-98.7% | $188-77.7% |