Filed December 6, 2022
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 |
|---|---|---|
TIAA1 year Service code 50 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Direct Payment | $10,720 |
Service code 50 · EIN 03-0215988 PO BOX 820 · BRATTLEBORO, VT 053020820 | Direct Payment | $10,280 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,333 | $57,976+7.5% | $62,995-1.1% | $62,292+0.1% |
| Participation rate | 78.2% | 75.9%+2.3pp | 74.8%+3.4pp | 69.5%+8.7pp |
| Annual return | 15.15% | 17.54%-2.4pp | 87.57%-72.4pp | 28.90%-13.7pp |
| Employer contribution / active EE | $3,946 | $2,415+63.4% | $2,759+43.0% | $2,042+93.2% |
| Participant deferral / active EE | $3,238 | $2,956+9.6% | $3,329-2.7% | $3,169+2.2% |
| Admin fee / account holder | $64 | $276-76.9% | $3,600-98.2% | $479-86.7% |