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 |
|---|---|---|
TIAA3 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $40,687 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 74-2794194 | Advisory (Participants) | $18,000 |
CARON & BLETZER, PLLC7+ years Service code 10 · EIN 04-3499945 | Accounting | $9,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,658 | $79,124+61.3% | $60,874+109.7% | $64,808+97.0% |
| Participation rate | 96.8% | 77.7%+19.1pp | 73.1%+23.7pp | 71.5%+25.4pp |
| Annual return | -9.15% | -7.13%-2.0pp | 16.90%-26.0pp | 32.82%-42.0pp |
| Employer contribution / active EE | $6,944 | $3,050+127.7% | $2,701+157.1% | $2,506+177.1% |
| Participant deferral / active EE | $5,384 | $3,725+44.5% | $3,817+41.1% | $4,310+24.9% |
| Admin fee / account holder | $75 | $106-28.8% | $3,224-97.7% | $188-60.0% |