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 |
|---|---|---|
TIAA6 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $49,916 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 74-2794194 | Advisory (Participants) | $18,000 |
CARON & BLETZER, PLLC10+ years Service code 10 · EIN 04-3499945 | Accounting | $11,500 |
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 | $157,286 | $96,018+63.8% | $65,493+140.2% | $85,563+83.8% |
| Participation rate | 99.3% | 74.8%+24.4pp | 73.1%+26.2pp | 66.0%+33.3pp |
| Annual return | 10.83% | 14.51%-3.7pp | 982.45%-971.6pp | 31.51%-20.7pp |
| Employer contribution / active EE | $7,284 | $3,235+125.1% | $2,574+183.0% | $2,654+174.5% |
| Participant deferral / active EE | $6,286 | $4,055+55.0% | $3,961+58.7% | $4,375+43.7% |
| Admin fee / account holder | $81 | $271-69.9% | $5,028-98.4% | $834-90.2% |