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 |
|---|---|---|
TIAA4 years Service code 13 · EIN 13-1624203 | Contract Administrator | $34,626 |
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 | $9,660 |
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 | $198,040 | $65,557+202.1% | $64,056+209.2% | $71,457+177.1% |
| Participation rate | 96.1% | 73.2%+23.0pp | 72.3%+23.8pp | 67.9%+28.2pp |
| Annual return | 16.02% | 18.94%-2.9pp | 33.69%-17.7pp | 28.85%-12.8pp |
| Employer contribution / active EE | $7,544 | $2,669+182.7% | $2,747+174.7% | $2,588+191.6% |
| Participant deferral / active EE | $7,044 | $3,626+94.3% | $3,880+81.5% | $4,289+64.2% |
| Admin fee / account holder | $152 | $616-75.3% | $3,068-95.0% | $1,587-90.4% |