Filed March 16, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
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 9-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 15 · EIN 13-1624203 | Recordkeeping | $8,687 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $122,948 | $91,621+34.2% | $67,511+82.1% | $77,671+58.3% |
| Participation rate | 44.6% | 76.0%-31.3pp | 72.9%-28.3pp | 70.6%-25.9pp |
| Annual return | 13.68% | 14.87%-1.2pp | 3517.41%-3503.7pp | 31.21%-17.5pp |
| Employer contribution / active EE | $2,567 | $3,184-19.4% | $2,733-6.0% | $2,726-5.8% |
| Participant deferral / active EE | $3,016 | $3,906-22.8% | $4,000-24.6% | $4,648-35.1% |
| Admin fee / account holder | $30 | $176-83.1% | $3,999-99.3% | $430-93.1% |