Filed October 26, 2022 (most recent of 3 filings on file)
Total covered: 4 employees
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 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $1,284 |
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 | $144,058 | $45,551+216.3% | $59,878+140.6% | - |
| Participation rate | 99.6% | 69.1%+30.5pp | 74.7%+24.9pp | - |
| Annual return | -1.71% | 11.07%-12.8pp | 3.46%-5.2pp | - |
| Employer contribution / active EE | $6,702 | $2,465+171.9% | $2,722+146.3% | - |
| Participant deferral / active EE | $9,008 | $2,507+259.2% | $3,402+164.8% | - |
| Admin fee / account holder | $7 | $6,446-99.9% | $3,590-99.8% | - |