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 |
|---|---|---|
WELL AND GOOD LLC2 years Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $7,200 |
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $3,777 |
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 | $170,352 | $84,948+100.5% | $70,449+141.8% | $73,409+132.1% |
| Participation rate | 99.3% | 79.9%+19.4pp | 75.1%+24.3pp | 72.2%+27.2pp |
| Annual return | 12.03% | 13.39%-1.4pp | 109.03%-97.0pp | 59.29%-47.3pp |
| Employer contribution / active EE | $6,246 | $2,834+120.4% | $2,737+128.2% | $2,234+179.6% |
| Participant deferral / active EE | $8,014 | $3,387+136.6% | $3,709+116.1% | $3,805+110.6% |
| Admin fee / account holder | $16 | $98-83.5% | $3,845-99.6% | $158-89.8% |