See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $119,139 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 99 24 E COTA ST STE 200 · SANTA BARBARA, CA 931011665 | Other Fees | $47,846 |
ALLIANCE BENEFIT GROUP3 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 14 7425 HOLLISTER ST · HOUSTON, TX 770405325 | Plan Administrator | $24,831 |
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 | $90,956 | $47,722+90.6% | $82,719+10.0% | $64,808+40.3% |
| Participation rate | 100.0% | 67.6%+32.4pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -11.01% | -13.05%+2.0pp | 701.18%-712.2pp | 32.82%-43.8pp |
| Employer contribution / active EE | $5,353 | $2,179+145.7% | $3,009+77.9% | $2,506+113.6% |
| Participant deferral / active EE | $4,300 | $3,329+29.2% | $4,395-2.2% | $4,310-0.2% |
| Admin fee / account holder | $186 | $143+30.1% | $5,329-96.5% | $188-1.0% |