Filed December 22, 2022 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 74-2794194 | Advisory (Participants) | $18,000 |
TIAA1 year Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $16,484 |
CARON & BLETZER, PLLC5+ years Service code 10 · EIN 04-3499945 | Accounting | $9,352 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,657 | $84,948+43.2% | $70,449+72.7% | $73,409+65.7% |
| Participation rate | 99.2% | 79.9%+19.2pp | 75.1%+24.1pp | 72.2%+27.0pp |
| Annual return | 3.71% | 13.39%-9.7pp | 109.03%-105.3pp | 59.29%-55.6pp |
| Employer contribution / active EE | $6,824 | $2,834+140.8% | $2,737+149.3% | $2,234+205.5% |
| Participant deferral / active EE | $4,998 | $3,387+47.6% | $3,709+34.8% | $3,805+31.3% |
| Admin fee / account holder | $53 | $98-46.2% | $3,845-98.6% | $158-66.6% |