Filed March 23, 2022 (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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $100 |
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 | $29,264 | $46,674-37.3% | $117,472-75.1% | $68,494-57.3% |
| Participation rate | 88.2% | 56.8%+31.4pp | 70.6%+17.6pp | 67.9%+20.3pp |
| Annual return | -13.34% | -14.52%+1.2pp | 29.74%-43.1pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,787 | $1,505+18.8% | $4,176-57.2% | $2,596-31.2% |
| Participant deferral / active EE | $2,340 | $2,636-11.2% | $4,070-42.5% | $4,027-41.9% |
| Admin fee / account holder | $0 | $4,020-100.0% | $5,645-100.0% | $5,403-100.0% |