Filed June 24, 2024 (most recent of 5 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.
| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $31,527 |
PLANPILOT, LLC2+ years Filed as: PLANPILOT LLC Service code 27 · EIN 45-4168388 | Advisory (Plan) | $7,650 |
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 | $116,033 | $67,984+70.7% | $65,493+77.2% | $74,304+56.2% |
| Participation rate | 96.0% | 66.3%+29.6pp | 73.1%+22.9pp | 60.3%+35.6pp |
| Annual return | 11.30% | 19.87%-8.6pp | 982.45%-971.1pp | 29.43%-18.1pp |
| Employer contribution / active EE | $5,009 | $2,491+101.0% | $2,574+94.6% | $2,241+123.5% |
| Participant deferral / active EE | $6,904 | $3,346+106.3% | $3,961+74.3% | $3,767+83.3% |
| Admin fee / account holder | $183 | $1,373-86.7% | $5,028-96.4% | $2,969-93.8% |