Filed September 16, 2024 (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 |
|---|---|---|
TIAA7 years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $33,505 |
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 | $121,923 | $67,984+79.3% | $65,493+86.2% | $74,304+64.1% |
| Participation rate | 98.8% | 66.3%+32.4pp | 73.1%+25.7pp | 60.3%+38.4pp |
| Annual return | 12.06% | 19.87%-7.8pp | 982.45%-970.4pp | 29.43%-17.4pp |
| Employer contribution / active EE | $5,581 | $2,491+124.0% | $2,574+116.8% | $2,241+149.0% |
| Participant deferral / active EE | $8,720 | $3,346+160.6% | $3,961+120.1% | $3,767+131.5% |
| Admin fee / account holder | $91 | $1,373-93.4% | $5,028-98.2% | $2,969-96.9% |