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 |
|---|---|---|
TIAA3 years Service code 13 · EIN 13-1624203 | Contract Administrator | $27,264 |
Filed as: MAYFLOWER FINANICAL ADVISORS Service code 27 · EIN 84-4826355 | Advisory (Plan) | $19,000 |
Filed as: THE ANGELL PENSION GROUP Service code 14 · EIN 04-2530412 | Plan Administrator | $9,739 |
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 | $177,522 | $60,989+191.1% | $60,874+191.6% | $66,914+165.3% |
| Participation rate | 94.3% | 74.5%+19.8pp | 73.1%+21.2pp | 69.8%+24.5pp |
| Annual return | -12.56% | -9.60%-3.0pp | 16.90%-29.5pp | 1.58%-14.1pp |
| Employer contribution / active EE | $7,372 | $2,661+177.1% | $2,701+172.9% | $2,544+189.7% |
| Participant deferral / active EE | $6,599 | $3,615+82.6% | $3,817+72.9% | $4,237+55.7% |
| Admin fee / account holder | $138 | $338-59.1% | $3,224-95.7% | $593-76.7% |