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 |
|---|---|---|
TIAA5 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $32,475 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 74-2794194 | Advisory (Participants) | $18,000 |
CARON & BLETZER, PLLC9+ years Service code 10 · EIN 04-3499945 | Accounting | $10,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,494 | $91,762+58.6% | $67,502+115.5% | $77,643+87.4% |
| Participation rate | 99.3% | 75.9%+23.4pp | 72.9%+26.4pp | 70.6%+28.7pp |
| Annual return | 13.09% | 14.87%-1.8pp | 3512.12%-3499.0pp | 31.24%-18.1pp |
| Employer contribution / active EE | $7,528 | $3,181+136.7% | $2,731+175.7% | $2,726+176.2% |
| Participant deferral / active EE | $5,982 | $3,903+53.3% | $4,000+49.6% | $4,647+28.7% |
| Admin fee / account holder | $64 | $176-63.9% | $3,998-98.4% | $430-85.2% |