Filed October 1, 2018 (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 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $2,097 |
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 | $79,136 | $65,322+21.1% | $70,449+12.3% | $73,488+7.7% |
| Participation rate | 97.3% | 77.0%+20.4pp | 75.1%+22.3pp | 70.7%+26.7pp |
| Annual return | 11.79% | 15.71%-3.9pp | 109.03%-97.2pp | 28.51%-16.7pp |
| Employer contribution / active EE | $2,738 | $2,460+11.3% | $2,737+0.1% | $2,270+20.6% |
| Participant deferral / active EE | $2,808 | $3,375-16.8% | $3,709-24.3% | $3,740-24.9% |
| Admin fee / account holder | $42 | $214-80.5% | $3,845-98.9% | $513-91.9% |