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 |
|---|---|---|
TIAA4 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $26,509 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 74-2794194 | Advisory (Participants) | $18,000 |
CARON & BLETZER, PLLC8+ years Service code 10 · EIN 04-3499945 | Accounting | $9,900 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,058 | $83,884+61.0% | $64,056+110.8% | $74,419+81.5% |
| Participation rate | 97.5% | 76.6%+20.9pp | 72.3%+25.2pp | 70.7%+26.8pp |
| Annual return | 10.68% | 16.57%-5.9pp | 33.69%-23.0pp | 34.38%-23.7pp |
| Employer contribution / active EE | $7,921 | $3,084+156.9% | $2,747+188.4% | $2,637+200.3% |
| Participant deferral / active EE | $5,586 | $3,692+51.3% | $3,880+44.0% | $4,528+23.4% |
| Admin fee / account holder | $59 | $196-69.9% | $3,068-98.1% | $348-83.1% |