Filed September 12, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA2 years Service code 13 · EIN 13-1624203 | Contract Administrator | $37,791 |
Filed as: MAYFLOWER FINANICAL ADVISORS Service code 27 · EIN 84-4826355 | Advisory (Plan) | $11,788 |
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 | $229,041 | $74,706+206.6% | $75,696+202.6% | $79,386+188.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 13.81% | 18.52%-4.7pp | 104.53%-90.7pp | 116.85%-103.0pp |
| Employer contribution / active EE | $6,676 | $2,590+157.8% | $2,743+143.4% | $2,427+175.0% |
| Participant deferral / active EE | $5,947 | $3,533+68.3% | $3,821+55.6% | $4,046+47.0% |
| Admin fee / account holder | $130 | $374-65.4% | $3,619-96.4% | $626-79.3% |